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2000 Oakley Parkway 204-E, Commerce Twp, MI 48390 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2025-09-12 |
| IL | RA | APPROVED | 2023-09-15 |
| FL | RA | APPROVED | 2023-04-25 |
| MI | RA | APPROVED | 2023-01-30 |
Branch Locations
2000 Oakley Parkway 204-E, Commerce Twp, MI 48390 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-18 |
| MI | RA | APPROVED | 2020-09-25 |
Branch Locations
4488 Jackson Rd, Ste 7B, Ann Arbor, MI 48103 • United States
2000 Oakley Park Rd Ste 204-E, Commerce Twp, MI 48390 • United States
104 State St Ste 1, Charlevoix, MI 49720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zf Trw Automotive Holdings Corp. | Livonia | MI | 07/2016 | 06/2018 |
| Lpl Financial Llc | Farmington Hills | MI | 03/2017 | 06/2018 |
| Fsc Securities Corp | Atlanta | GA | 06/2018 | 09/2020 |
| Lpl Financial, Llc | Bloomfield Hills | MI | 09/2020 | Present |
| Vision Wealth Management, Inc. | Bloomfield Hills | MI | 01/2023 | Present |
1)9/25/2020- Vision Wealth Management Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Bloomfield Hills, MI - start date 7/21/2020- 100% 2)9/25/2020- Vision Wealth Management Group-Non-Variable Insurance- Agent- Inv. Related- Bloomfield MI- start date 7/21/2020 3)2/8/2023 - Vision Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/31/2023 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Vision Wealth Management, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-23 |
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