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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-12 |
| MI | RA | APPROVED | 2024-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Denver | CO | 06/2016 | 07/2017 |
| Transamerica Investors Securities Corporation | Denver | CO | 06/2016 | 01/2017 |
| Transamerica Capital, Inc. | Denver | CO | 01/2017 | 08/2017 |
| Transamerica Investors Securities Corporation | Denver | CO | 08/2017 | 04/2018 |
| Transamerica Retirement Solutions | Denver | CO | 07/2017 | 04/2018 |
| Principal Life Insurance Co | Cleveland | OH | 04/2018 | 07/2022 |
| Principal Securities Inc | Cleveland | OH | 05/2018 | 08/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 01/2024 |
| Unemployed | N/A | MI | 09/2022 | 12/2022 |
| Trustage | Traverse City | MI | 01/2024 | 02/2024 |
| Lpl Financial Llc | Traverse City | MI | 02/2024 | Present |
1.01/02/2026; Swing Theory; Outside/W-2 Employment; Not Investment Related; Traverse City,MI; Start Date 01/02/2026; 60hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-25 |
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