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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-09
TX RA APPROVED 2024-12-09
  • MI RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED
    Since 2024-12-09

Branch Locations

44400 Woodward Ave, Pontiac, MI 48341 • United States

2501 Fairview Ave N, Roseville, MN 55113 • United States

4055 S Lapeer Rd, Orion, MI 48359 • United States

120 S Washington, Oxford, MI 48371 • United States

16106 Pilot Knob Rd, Ste 140, Lakeville, MN 55044 • United States

3300 Central Park Village Dr, Eagan, MN 55121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 12/2024
Willenbrecht Legal Services, Pllc Lake Orion MI 10/2012 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 12/2024
Lpl Financial Llc Pontiac MI 12/2024 Present
Genisys Cu Pontiac MI 03/2011 Present
  • 01/2013 → 12/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2012 → Present
    Willenbrecht Legal Services, Pllc
    Lake Orion, MI
  • 06/2023 → 12/2024
    Schaumburg, IL
  • 12/2024 → Present
    Pontiac, MI
  • 03/2011 → Present
    Genisys Cu
    Pontiac, MI
Previous Registrations
  • 2023-06-29 → 2024-12-23
    Oxford, MI
    Fenton, MI
    Vassar, MI
    Roseville, MN
    Lakeville, MN
    Pontiac, MI
  • 2013-02-04 → 2023-06-29
    Cetera Wealth Services, Llc
    Auburn Hills, MI
    Troy, MI
    Pontiac, MI
    Blue Bell, PA
    Roseville, MN
    Oxford, MI
    Orion, MI
    Eagon, MN
    Lakeville, MN
    Roseville, MN
    Shelby Township, MI
    Marysville, MI
    Grand Blanc, MI
    Blue Bell, PA
    Chesterfield, MI
    Eagan, MN
    Fenton, MI
    Oxford, MI
    Clinton Township, MI
    Orion, MI
    Vassar, MI
Other Businesses

1)11/22/2024 - Genisys Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/22/2024 - WILLENBRECHT LEGAL SERVICES, PLLC - Attorney/Legal Services - Non-Inv Rel - Lake Orion, MI - Start: 03/2014 - 1 Hr/Mth 3)11/22/2024 - TK SEIBOLD LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Clarkston, MIi - Start: 01/2013 - 60 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-14
S63 Uniform Securities Agent State Law Examination 2011-08-06
  • S66 Uniform Combined State Law Examination
    2012-12-14
  • S63 Uniform Securities Agent State Law Examination
    2011-08-06

View on SEC IAPD

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