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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-05 |
Branch Locations
1042 Sutton Rd Ste 3, Adrian, MI 49221 • United States
2723 S State St 150, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gleaner Life Insurance | Adrian | MI | 07/2013 | 08/2018 |
| Unemployed | Ann Arbor | MI | 09/2018 | 02/2019 |
| Affinity Wealth Solutions | Ann Arbor | MI | 03/2019 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 09/2023 |
| Affinity Wealth Solutions | Ann Arbor | MI | 09/2023 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 08/2024 |
| Retirement Referral Network, Llc | Adrian | MI | 09/2024 | Present |
| Lpl Financial | Adrian | MI | 09/2024 | Present |
1) 09/05/2024 - Retirement Referral Network, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date:08/28/2024 - 160 Hrs per month -100% Time Spent 2) 09/05/2024 - Baby Goose Properties LLC / Real Estate Rental / Inv. Related / Ann Arbor, MI / Start date 04/16/2024 - 2 Hrs per month - 4 % Time Spent 3. 08/19/2025 - Non-Variable Insurance - Investment related - At reported business location(s) - Start date:08/13/2025 - 1 Hrs per month during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-05 |
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