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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-19 |
Branch Locations
37799 Professional Center Drive Suite #108, Livonia, MI 48154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 07/2011 | 05/2024 |
| Lpl Financial Llc | Livonia | MI | 05/2024 | Present |
1) 01/25/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started: 2/1/2011 - 80 Hrs/Mo; 4 Hrs During Trading. 2) 01/25/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/1/2020 - 10 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-21 |
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