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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
17280 Hall Road, Clinton Township, MI 48038 • United States
2483 W Maple Road, Birmingham, MI 48009 • United States
600 E 14 Mile Road, Madison Heights, MI 48071 • United States
39570 Ten Mile Road, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities Llc. | Arden Hills | MN | 03/2016 | 08/2017 |
| Senior Financial Center | Novi | MI | 08/2017 | 09/2017 |
| Retirement Wealth Advisors, Inc. | Novi | MI | 08/2017 | 09/2017 |
| Epi Advisors, Llc | Troy | MI | 09/2017 | 09/2017 |
| Epi Protection, Llc | Troy | MI | 09/2017 | 09/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 11/2017 | 10/2018 |
| Kelly Capital Partners | Southfield | MI | 11/2017 | 10/2018 |
| Dfcu Financial | Novi | MI | 10/2018 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 10/2018 | 05/2025 |
| Lpl Financial Llc | Clinton Township | MI | 05/2025 | Present |
1- 05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name DFCU Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-07 |
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