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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED | 2024-09-11 |
Branch Locations
950 W University Dr Ste 201, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Clarkston | MI | 05/2011 | 01/2017 |
| Firstmerit Bank | Clarkston | MI | 05/2011 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2017 | 09/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2017 | 09/2024 |
| Lpl Financial Llc | Rochester | MI | 09/2024 | Present |
1) 09/2024 - OSKEY INVESTMENT GROUP LLC / Business Entity For Tax/Investment Purposes Only / Owner / Non Inv. Related / Rochester Ml / Start date 07/01/2020 2) 09/2024 - Lakeview Financial Consultants / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 09/2024 - Christopher Care, Choosing Life / Owner / Investor / Non Inv. Related / Mission Viejo CA / Start date 09/01/2023 4) 09/2024 - OSKEY LLC / Business Entity For Tax/Investment Purposes Only / Owner / Non Inv. Related / Rochester MI / Start date 11/01/2020 5) 10/28/2025 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-14 |
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