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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-17 |
Branch Locations
411 W Lake Lansing Rd Ste C-51 Ste C-51, East Lansing, MI 48823 • United States
3444 E Lake Lansing Rd, East Lansing, MI 48823-1511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | East Lansing | MI | 10/2012 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Lansing | MI | 05/2017 | 08/2018 |
| Unemployed | East Lansing | MI | 05/2017 | 05/2017 |
| Bank Of America, N.A. | East Lansing | MI | 11/2017 | 08/2018 |
| Sigma Financial Corp | Lansing | MI | 08/2018 | 04/2023 |
| Lpl Financial | East Lansing | MI | 04/2023 | Present |
1) 04/2023 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - East Lansing, MI 2) 04/12/2023 - Upstream Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/07/2023 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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