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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 09/2014 | 09/2022 |
| Spectrum Financial Resources | Troy | MI | 09/2014 | 09/2022 |
| Hidden Meadows Home Owners Association | Macomb | MI | 01/2016 | 09/2019 |
| Robert P. Abraham Independent Insurance | Rochester | MI | 03/2018 | Present |
| Spectrum Financial Resources | Troy | MI | 09/2014 | 09/2022 |
| Sigma Financial Corporation | Ann Arbor | MI | 09/2022 | 05/2023 |
| Lpl Financial | Rochester | MI | 05/2023 | Present |
1.05/19/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Triinitas Planning Group; Investment Related; at Reported Business Location(s); Start Date 09/15/2022; 160hrs/mth; 8hrs during trading 2.05/31/2023; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/25/2023; 10hrs/mth; 1hrs during trading 3.08/05/2026; Strategic Planning LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/03/2026; 12hrs/mth; 6hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-23 |
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