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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-10 |
Branch Locations
33900 West 8 Mile Road Suite 131, Farmington Hills, MI 48335 • United States
4215 South Baldwin Road, Lake Orion, MI 48359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Family Financial | Lake Orion | MI | 11/2005 | Present |
| Cadaret, Grant & Co., Inc. | Lake Orion | MI | 08/2010 | 07/2025 |
| Anderson Family Financial | Farmington Hills | MI | 01/2014 | Present |
| Lpl Financial Llc | Lake Orion | MI | 07/2025 | Present |
1. 07/10/2025- Anderson Family Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/22/2005- 160 Hours Per Month- 120 Hours During Trading 2. 07/10/2025-Michael Anderson- Business Owner- Not INV Related- Home Based- Start date 04/01/2024- 5 Hours Per Month 3. 07/10/2025- Anderson Family Financial- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/15/2006- 40 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-20 |
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