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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-02 |
| MI | RA | APPROVED | 2010-09-21 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
35746 Harper Ave, Clinton Twp, MI 48035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | St. Clair Shores | MI | 04/2004 | Present |
(1) 9/21/2004 - NON-VARIABLE INSURANCE- SELLING FIXED ANNUITIES, HEALTH AND FIXED LIFE INSURANCE. - SOUTHFIELD, MI. (2) 4/3/2006 - DBA ONLY - AMERICA GROUP RETIREMENT STRATEGY CENTERS - SOUTHFIELD, MI. (3) 4/16/2018 - Great Lakes Wealth Planning - DBA: Great Lakes Wealth Planning LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2018 - 180 Hours Per Month During Securities Trading. (4) 1/13/2020 - GLWP Real Estate - Investment Related - 22211 Erben. St., St. Clair Shores, MI 48081 - Real Estate Rental - Started 10/15/2019 - 5 Hours Per Month/0 Hours During Securities Trading - 5 Hours Per Month/0 Hours During Securities Trading. (5) 1/29/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 07/15/2019 - 1 Hour Per Month During Securities Trading. (6) 02/27/2024 - Diesel Dealers LLC - Other - Diesel Mechanic Shop - Owner - Not Investment Related - 593 S. Cedar St., Imlay City, MI 48444 - Start Date 01/31/2024 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-07 |
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