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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
600 E 14 Mile Road, Madison Heights, MI 48071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Llc | Franklin | TN | 06/2016 | 05/2018 |
| Infinex Investments, Inc. | Meriden | CT | 05/2018 | 03/2020 |
| Flagstar Bank | Grand Rapids | MI | 05/2018 | 03/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2020 | Present |
| Dfcu Financial | Dearborn | MI | 04/2020 | Present |
| Lpl Financial Llc | Madison Heights | MI | 05/2025 | Present |
1) 05/15/2025 - DFCU Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date : 02/28/2025 - 60 Hrs/Mth - 60 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-01 |
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