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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
33 Bloomfield Hills Pkwy Ste 280, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Group, Inc. | Walnut Creek | CA | 05/2019 | 06/2020 |
| Newport Group Securities, Inc. | Lake Mary | FL | 05/2019 | 06/2020 |
| Pnc Funds Distributor, Llc | Troy | MI | 02/2013 | 05/2019 |
| Pnc Capital Advisors Llc | Troy | MI | 02/2013 | 05/2019 |
| The Huntington National Bank | Birmingham | MI | 06/2020 | 10/2022 |
| The Huntington Investment Company | Columbus | OH | 07/2020 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 10/2022 | 05/2026 |
| Bank Of America N.A. | Bloomfield Hills | MI | 01/2023 | 05/2026 |
| Lpl Financial Llc | Bloomfield Hills | MI | 05/2026 | Present |
1. 05/2026 - Michigan 401k Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/6/2026 2. 05/2026 - Michigan Retirement Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/6/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-18 |
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