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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-05 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
Clarkston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 03/2016 | 02/2018 |
| Lpl Financial, Llc | Southfield | MI | 02/2018 | Present |
1. 02/05/2018 - AMERICA GROUP RETIREMENT STRATEGY CENTERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SOUTHFIELD, MI 2. 10/13/2021 - FINISH LINE FINANCIAL PLANNING LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/11/2021 - 15 Hours Per Month/15 Hours During Securities Trading. 3. 09/19/2022 - Hollander, Lone & Maxbauer, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/26/2022 - 10 Hours Per Month/10 Hours During Securities Trading 4. 3/16/2023 - Stefanski Holmes Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 10 Hours Per Month/10 Hours During Securities Trading 5. 3/16/2023 - Sherman Private Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 10 Hours Per Month/10 Hours During Securities Trading 6. 04/24/2023 - Mercury Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Paraplanner - Start Date - 03/01/2023 - 10 Hours Per Month/10 Hours During Securities Trading 7. 08/14/2024 - Blodgett Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-01 |
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