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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-14 |
| MI | RA | APPROVED | 2017-11-30 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
Rochester, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Grand Rapids | MI | 01/2008 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Mml Investors Services, Llc | Southfield | MI | 03/2017 | 11/2017 |
| Lpl Financial, Llc | Southfield | MI | 11/2017 | Present |
1. 11/30/2017 - AMERICA GROUP RETIREMENT STRATEGY CENTERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SOUTHFIELD, MI 2. 11/30/2017 - SALLY AND SAM SQUIRREL/ AUTHOR/ 2%/ ROCHESTER HILLS, MI. 3. 5/11/2020 - Philip M. Andrews Trust dated July 1, 2009 - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Financial Power of Attorney & Successor Trustee - Started 08/05/2019 - 12 Hours Per Month/6 Hours During Securities Trading - Father, Philip Martin Andrews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-06 |
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