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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-01 |
Branch Locations
2744 S. Adams Rd., Rochester Hills, MI 48309 • United States
5017 Rochester Rd., Troy, MI 48085 • United States
26051 Crocker Blvd, Harrison Twp, MI 48045 • United States
1001 N. Main Street, Rochester, MI 48307 • United States
34680 23 Mile Rd, Chesterfield Twp, MI 48047 • United States
34945 Gratiot Ave, Clinton Twp., MI 48035 • United States
1805 S Stephenson Ave, Iron Mountain, MI 49801 • 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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 03/2011 | 04/2021 |
| Huntington National Bank | Shelby Twp | MI | 11/2006 | 01/2018 |
| Infinex Investments., Inc. | Meriden | CT | 05/2021 | 01/2024 |
| Flagstar Bank | Clinton Township | MI | 05/2021 | Present |
| Lpl Financial | Clinton Township | MI | 02/2024 | Present |
1- 11/2023 / Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-11 |
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