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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-08-15 |
Branch Locations
103 E Kipp Rd, Mason, MI 48854 • United States
1100 Clinton Rd, Jackson, MI 49202 • United States
1210 W. Parnall Rd, Jackson, MI 49201 • United States
145 Wamplers Lake Rd, Brooklyn, MI 49230 • United States
121 Main St, Parma, MI 49269 • United States
165 W. Michigan Ave., Jackson, MI 49201 • United States
One Energy Plaza, Jackson, MI 49201 • United States
2055 Springs Arbor Rd, Jackson, MI 49203 • United States
1861 Whittaker Rd, Ypsilanti, MI 48197 • United States
559 E Michigan Ave, Saline, MI 48176 • United States
424 S Mansfield St, Ypsilanti, MI 48197 • United States
424 S Mansfield St, Ypsilanti, MI 48197 • United States
1308 E. Mcdevitt Ave, Jackson, MI 49203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jackson | MI | 08/2016 | Present |
| True Community Credit Union (Formerly: Cp Federal Credit Union) | Jackson | MI | 08/2016 | Present |
1. 10/12/2016: Spring Arbor Township Planning Commission - Non-Profit Board Member - Not Investment Related - 107 Teft Rd Spring Arbor, MI 49283 - Start 06/15/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - I'm a committee member, serving as secretary. There are 7 members and a majority vote is required. No investment advice is given in this role. 2. 1/2/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - life insurance, long term care and fixed annuities - start date 11/29/2017 - 5 hours per month during securities trading. 3. 1/14/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 09/04/2017 - 1 Hour Per Month During Securities Trading - Notarize documents for clients. 4. 10/6/2020 - No Business Name - Investment Related - 7445 King Rd Spring Arbor, MI 49283 - Real Estate Rental - Start Date: 8/3/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Splitting 8 acres owned on primary residence forming 5 vacant lots that will be sold. 5. 11/11/2020 - True Community Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 6) 06/09/2025 - TRUE Community Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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