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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-07-02 |
Branch Locations
53200 Van Dyke Ave., Suite 200, Shelby Twp., MI 48316 • United States
24335 Harper, St Clair Shores, MI 48080 • United States
23600 Greater Mack, St Clair Shores, MI 48080 • United States
16100 E Nine Mile Rd, Eastpointe, MI 48021 • United States
44990 Groesbeck, Clinton Twp, MI 48036 • United States
41240 Hayes, Clinton Twp, MI 48038 • United States
11555 26 Mile, Washington Twp, MI 48094 • United States
53050 Romeo Plank, Macomb, MI 48042 • United States
2032 19 Mile Rd, Sterling Hts, MI 48314 • United States
67225 Gratiot Ave, Richmond, MI 48062 • United States
61 North Howard Ave, Croswell, MI 48422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Macomb Township | MI | 07/2015 | Present |
1. 12/01/2015 - First State Investment Services - INV REL - 16800 24 Mile Road, Suite 1, Macomb Township, MI 48042 - DBA for LPL Business (entity for LPL business) - START 01/18/2016 - 20 HOURS PER MONTH DURING TRADING - LPL business within First State Bank program. 2. 1/23/2020 - Black River Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2020 - 120 Hours Per Month During Securities Trading. 3. 10/14/2020 - Black River Wealth Management LLC - Investment Related - 61 N. Howard Ave, Croswell, MI 48422 - Real Estate Rental - Start Date: 1/1/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 1/21/2021 - Gleaner Life Insurance Society - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 5. 08/27/2021 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 06/09/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 6. 01/24/2022 - Back Nine Virtual Golf - Not Investment Related - At Reported Business Location(s) - Other-Virtual Golf Simulator - Owner/Operator - Start Date: 01/01/2022 - 10 Hour Per Month/0 Hours During Securities Trading. 7. 03/05/2024 - Black River Wrestling LLC - Business Owner - Owner/ Coach - Not Investment Related - Home Based - Start Date 01/01/2024 - 10 Hours Per Month/ 0 Hours During Trading 8. 10/11/2024 - TruChoice Financial Group LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business location(s) - Start Date 10/14/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-30 |
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