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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
1224 Military Rd, Houghton, MI 49931 • United States
1224 Military Rd, Houghton, MI 49931 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4 S. Main Street, Lanse, MI 49946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | L'ANse | MI | 09/2007 | 09/2023 |
| Lpl Financial Llc | Houghton | MI | 09/2023 | Present |
1) 08/22/2023 - IW Solutions, LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - 40-59 Hours per month - Start date: 01/01/2018. 2) 08/22/2023 - Mindya LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - Start date: 10/01/2022. 3) 08/22/2023 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 08/22/2023 - Forward Tax Solutions, LLC - Tax Prep/Accounting/CPA - Owner - Investment related - Ml 49931 - 3 Hours per month - Start date: 3/1/2023. 5) 08/22/2023 - simonsen Properties, LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - 1 Hour per month - Start date: 2/01/2019. 6) 08/22/2023 - Redridge Simonsen Properties, LLC - Business Entity For Tax/Investment Purposes Only - Owner of Real Estate Rental - Ml 49931 - Non investment related - 1 Hour per month - Start date: 4/1/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-23 |
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