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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-10 |
| MI | RA | APPROVED | 2020-11-03 |
Branch Locations
9864 E Grand River Ste 110-156, Brighton, MI 48116 • United States
Pinckney, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washtenaw Community College | Ann Arbor | MI | 05/2016 | 04/2017 |
| Unemployed | Pinckney | MI | 04/2017 | 08/2018 |
| La Vita Bistro | Pinckney | MI | 08/2018 | 10/2018 |
| Premier Financial | Brighton | MI | 09/2018 | Present |
| Lpl Financial, Llc | Brighton | MI | 04/2019 | Present |
1) 06/04/2019 - DBA for LPL Business (entity for LPL business) - Premier Financial Planning LLC - 100% - INVESTMENT RELATED - BRIGHTON, MI 48116. 2) 2/19/2020 - Lake Trust Financial Life Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2018 - 80 Hours Per Month/4 Hours During Securities Trading. 3) 07/07/2026 - Break Free Financial Planning, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/04/2026 - 175 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-22 |
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