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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
2277 Science Pkwy Suite 7, Okemos, MI 48864 • United States
Belmont, MI • United States
1559 College Ave Ne, Grand Rapids, MI 49505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siena Wealth Advisors | Grand Ledge | MI | 09/2013 | 08/2020 |
| Sigma Planning Corporation | Ann Arbor | MI | 08/2020 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 07/2021 | 07/2021 |
| Lpl Financial Llc | Ann Arbor | MI | 08/2023 | Present |
1) 08/2023 - Notary - MI 49306 - Investment related - Start date: 7/5/2016. 2) 08/2023 - Allied Integrated Tax Services, LLC - Tax Prep/Accounting/CPA - MI 49503 - Investment related - 20 Hours per month - Start Date: 1/1/2021. 3) 08/2023 - Allied Integrated Wealth, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 08/2023 - AIW, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 01/21/2026 - DRW Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 12/17/2025 - 40 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-01 |
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