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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-23 |
| MI | RA | APPROVED | 2022-06-21 |
Branch Locations
3990 South Straits Hwy, Indian River, MI 49749 • United States
303 N Main St, Cheboygan, MI 49721 • United States
Sault Sainte Marie, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens National Bank Of Cheboygan | Cheboygan | MI | 03/2013 | Present |
| Infinex Investments, Inc. | Cheboygan | MI | 03/2013 | 06/2022 |
| Lpl Financial Llc | Cheboygan | MI | 06/2022 | Present |
1) 6/2022- CNB Financial Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 11/29/2022 - MHD Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/21/2022 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-10 |
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