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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-06 |
Branch Locations
44575 W Twelve Mile Rd, Novi, MI 48377 • United States
21985 Pontiac Trail, South Lyon, MI 48178 • United States
9373 Middlebelt Rd, Livonia, MI 48150 • United States
26595 Evergreen Rd, Southfield, MI 48076 • United States
44300 Warren Rd, Canton, MI 48187 • United States
1220 County Center Dr W, Waterford, MI 48328-1904 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Huntington Beach | CA | 12/2015 | 09/2016 |
| Wells Fargo Bank | Huntington Beach | CA | 09/2015 | 09/2016 |
| Bank Of America, N.A. | Huntington Beach | CA | 09/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington Beach | CA | 09/2016 | 05/2017 |
| Jackson National Life Distributors Llc | Lansing | MI | 12/2017 | 12/2018 |
| Uber | San Francisco | CA | 07/2017 | 11/2017 |
| Td Ameritrade, Inc. | Novi | MI | 12/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Novi | MI | 12/2022 | 06/2023 |
| Fidelity Investments | Novi | MI | 06/2023 | 11/2024 |
| Lpl Financial Llc | Southfield | MI | 02/2025 | Present |
| Vibe Credit Union | Waterford | MI | 02/2025 | Present |
1-03/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name VCU wealth management / INVESTMENT RELATED / AT REPORTED BUSINESS LOCATION(S) 2- 06/18/2026 - Prosperity Advantage Marketing and Affiliates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-16 |
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