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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-02 |
Branch Locations
8011 Miller Road, Swartz Creek, MI 48473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lapeer | MI | 10/2012 | 12/2020 |
| Lpl Financial Llc | Davison | MI | 12/2020 | Present |
1) 12/01/2020- BRSi Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Davison, MI- Start Date:12/01/2020 - 160 Hrs/Mth - 8 Hrs During Trading -100% 2) 3/29/2021 - Dec Fin Advisor Group, INC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 2/9/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Commission payments from LPL Financial. 3) 10/21/2025 - AMERICAN BROKERAGE SERVICES - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:10/06/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-26 |
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