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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
2882 Schust Rd, Saginaw, MI 48603 • United States
2404 S Linden Rd, Flint, MI 48532 • United States
220 E Main St, Flushing, MI 48433 • United States
8040 Holly Rd, Grand Blanc, MI 48439 • United States
1400 E Main St, Owosso, MI 48867 • United States
4396 Highland Rd, Waterford, MI 48328 • United States
337 E First St, Imlay City, MI 48444 • United States
2444 Clark Ave, Detroit, MI 48209 • United States
1675 N Lapeer Rd, Lapeer, MI 48446 • United States
1495 Imlay City Rd, Lapeer, MI 48446 • United States
4805 E 9 Mile Rd, Warren, MI 48091 • United States
1001 S Reynolds Rd, Toledo, OH 43615 • United States
2230 S Center Rd, Burton, MI 48519 • United States
5200 Peck Rd, Croswell, MI 48422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lansing | MI | 12/2014 | 02/2017 |
| Firstmerit Bank | Lansing | MI | 12/2014 | 02/2017 |
| The Huntington Investment Company | Lansing | MI | 02/2017 | 12/2017 |
| National Financial Services | Columbus | OH | 02/2017 | 12/2017 |
| Jp Morgan Securities Llc | Burton | MI | 12/2017 | 12/2019 |
| Macys | Saginaw | MI | 09/2016 | Present |
| The Pancakeman | Saginaw | MI | 05/1995 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2019 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 12/2019 | 05/2022 |
| Lpl Financial Llc | Flint | MI | 05/2022 | Present |
1) 05/18/2022 - Security Retirement & Investment Services-Investment- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - The Pancake Man-Not Investment- Other - Saginaw, MI 48603- Business Owner- Owner - Start Date- 05/15/1995- 20 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 1% 3) 11/16/2023 - Lowes - Outside/W-2 Employment - Seasonal Help - Not Investment Related - 2258 Tittabawassee Rd. Saginaw, MI 48604 - Start Date 09/20/2023 - 15 Hours Per Month/ 0 Hours During Trading 4) 12/06/2024 - Well Care - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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