Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-02
MI RA APPROVED 2014-11-25
  • TX RA
    APPROVED
    Since 2024-01-02
  • MI RA
    APPROVED
    Since 2014-11-25

Branch Locations

2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States

Roseville, MI • 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
Lpl Financial, Llc Troy MI 03/2014 Present
Center For Wealth Planning Advisors, Inc. Troy MI 01/2015 11/2017
  • 03/2014 → Present
    Troy, MI
  • 01/2015 → 11/2017
    Center For Wealth Planning Advisors, Inc.
    Troy, MI
Other Businesses

1. 12/4/2017 - Center for Wealth Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/27/2014 - 160 Hours Per Month/150 Hours During Securities Trading. 2. 08/01/2019 - America Group Retirement Strategy Centers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/29/2019 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 2/8/2021 - Ciennik Financial Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/03/2021 - 20 Hours Per Month During Securities Trading. 4. 09/15/2021 - Shunyia & Company Private Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2021 - 50 Hours Per Month/3 Hours During Securities Trading. 5. 11/16/2022 - No Business Name - Not Investment Related - Home Based - Business Owner - Artist - Start Date - 11/21/2022 - 20 Hours Per Month/0 Hours During Securities Trading 6. 11/06/2023 - V & E Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/05/2023 - 40 Hrs/Mo & During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-23
  • S66 Uniform Combined State Law Examination
    2014-11-23
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor