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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-05 |
Branch Locations
35353 Dodge Park Road, Sterling Heights, MI 48312 • United States
5459 Vernor Hwy, Detroit, MI 48209 • United States
13482 24 Mile Road, Shelby Township, MI 48315 • United States
7130 Allen Rd, Allen Park, MI 48101 • United States
28800 Orchard Lake Rd, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fintrust Brokerage Services, Llc | Greenville | SC | 07/2012 | 01/2018 |
| Lpl Financial Llc | Sterling Heights | MI | 02/2018 | Present |
| Alliance Catholic Credit Union | Sterling Heights | MI | 02/2018 | Present |
1. 10/23/2023 - Oceanview Life & Annuity, Clear Spring Life & Annuity, Elco - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/16/2018 - 5 Hours Per Month/1 Hour During Securities Trading. 2. 3/11/2021 - MFC Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 200 Hours Per Month/7 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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