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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
3045 E. Michigan Ave, Jackson, MI 49202 • United States
1717 N W Ave, Jackson, MI 49202 • United States
301 W. Michigan Ave, Jackson, MI 49201 • United States
101 Broad St., Michigan Center, MI 49254 • United States
2000 Horton Rd, Jackson, MI 49203 • United States
1801 W. Grand River Ave, Okemos, MI 48864 • United States
1801 W. Grand River Ave, Okemos, MI 48864 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Okemos | MI | 02/2012 | Present |
| Infinex Investments, Inc. | Ann Arbor | MI | 07/2016 | 01/2024 |
| Lpl Financial Llc | Okemos | MI | 02/2024 | Present |
1- 12/2024 / Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related 1801 W. Grand River Ave, Okemos MI 48864
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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