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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-01 |
| MI | RA | APPROVED | 2019-06-21 |
Branch Locations
4467 Cascade Rd. Se, Ste 4490, Grand Rapids, MI 49546 • United States
2820 Jefferson Ave., Midland, MI 48640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 03/2008 | 06/2019 |
| Spc | Ann Arbor | MI | 07/2012 | 06/2019 |
| Lpl Financial | Midland | MI | 06/2019 | Present |
1) 6/21/2019 - Non-Variable Insurance - HALCYON FINANCIAL GROUP, LLC - Investment Related - Midland, MI 2) 6/21/2019 - DBA for LPL Business (entity for LPL business) - HALCYON FINANCIAL GROUP, LLC - Investment Related - 100% - Midland, MI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-25 |
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