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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-28 |
Branch Locations
950 W University Dr Ste 201, Rochester, MI 48307 • 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 | Rochester | MI | 05/2026 | Present |
| Investment Centers Of America | Marquette | MI | 04/2016 | 09/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2017 | 01/2019 |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 06/2017 | 01/2019 |
| Brian Coleman - Self Employed | Marquette | MI | 05/2007 | 01/2019 |
| Compudyne | Duluth | MN | 10/2017 | 01/2019 |
| Infinex Investments, Inc. | Meriden | CT | 01/2019 | 02/2023 |
| Flagstar Bank | Marquette | MI | 01/2019 | 02/2023 |
| Ameriprise Financial Services, Llc | Marquette | MI | 02/2023 | 05/2026 |
1. 05/2026 - Lakeview Financial Consultants - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 6.5 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
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