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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-09 |
Branch Locations
West Bloomfield, MI • United States
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investwise Financial/Npc | Bloomfield Hills | MI | 10/1999 | Present |
| National Planning Corporation | Bloomfield Hills | MI | 02/2010 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| White Glove Workshops | Birmingham | MI | 09/2017 | Present |
| Lpl Financial Llc | Bloomfield Hills | MI | 01/2024 | Present |
1) 12/2023 - INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 80% time spent 2) 12/2023 - WHITE GLOVE WORKSHOPS - Seminar- Inv. Related - BLOOMFIELD HILLS, Ml - Presenter - Start Date 02/01/2021 - 2hrs/month - 10% time spent 3) 12/2023 - Non-Variable Insurance- Non-Variable Insurance - Inv. Related - BLOOMFIELD HILLS, Ml - Agent Selling Insurance- Start Date 02/03/2017 - 3hrs/month - 10% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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