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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 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
10511 Citation Dr Suite 300, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Fowlerville | MI | 01/2013 | 04/2019 |
| The Prudential Insurance Company Of America | Fowlerville | MI | 01/2013 | 04/2019 |
| Lpl Financial, Llc | Brighton | MI | 04/2019 | 06/2024 |
| The Prudential Insurance Company Of America | Troy | MI | 06/2024 | Present |
| Pruco Securities Llc | Troy | MI | 06/2024 | 11/2024 |
| Lpl Enterprise, Llc | Brighton | MI | 11/2024 | Present |
1) 11/22/2024 - Family Roots Financial Planning LLC - Financial Planning, Retirement planning - DBA for LPL Business (entity for LPL business) - Inv Related - At Brighton, MI - Start Date 11/22/2024 - 128hrs/mth - 128hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-06 |
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