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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-14 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
Saint Clair, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2016 | 08/2018 |
| Ohio National Financial Services | Cincinnati | OH | 08/2016 | 08/2018 |
| W & S Brokerage Services | Cincinnati | OH | 08/2015 | 09/2016 |
| Securities America, Inc. | Sterling Heights | MI | 08/2018 | 01/2022 |
| Lpl Financial, Llc | Utica | MI | 02/2022 | Present |
1) 8/2016 - Non-Variable Insurance - Gary Barney - Investment Related - 50% - 100 hr/mon - Utica, MI 48317 2) 04/29/2022 - True-North Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/13/2022 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-11 |
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