Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2012-12-06
  • MI RA
    APPROVED
    Since 2012-12-06

Branch Locations

24255 W 13 Mile Rd Ste 290, Bingham Farms, MI 48025 • United States

7 W Square Lake Rd Ste 109, Bloomfield Hills, MI 48302 • 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 Bingham Farms MI 11/2012 Present
  • 11/2012 → Present
    Lpl Financial
    Bingham Farms, MI
Previous Registrations
  • 2010-01-13 → 2012-11-30
    Troy, MI
  • 2006-09-27 → 2008-07-02
    J.P. Morgan Securities Inc.
    Grosse Pointe, MI
  • 2005-01-04 → 2006-09-27
    Banc One Securities Corporation
    Grosse Point, MI
    Grosse Pointe, MI
    Chicago, IL
Other Businesses

1. 07/7/2021 - Finish Line Financial Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/04/2021 - 4 Hours Per Month/0 Hour During Securities Trading. 2. 07/05/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/21/2022 - 1 hours Per Month/ 0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-31
  • S66 Uniform Combined State Law Examination
    2004-12-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bingham Farms, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor