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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-03 |
Branch Locations
501 Gratiot Boulevard Suite 2, Marysville, MI 48040 • 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 |
|---|---|---|---|---|
| Brian Carten State Farm Agency | Port Huron | MI | 10/2014 | 09/2017 |
| Michelle Belesky State Farm Agency | Almont | MI | 09/2017 | 02/2020 |
| Lpl Financial Llc | Romeo | MI | 02/2020 | Present |
1)04/22/2024 - Tarr Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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