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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-22 |
| MI | RA | APPROVED | 2023-09-08 |
Branch Locations
1224 Military Rd, Houghton, MI 49931 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1224 Military Rd, Houghton, MI 49931 • United States
4 S. Main Street, Lanse, MI 49946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Houghton | MI | 06/2020 | 09/2023 |
| Upper Peninsula Power Company | Houghton | MI | 05/2016 | 05/2019 |
| Michigan Technological University | Houghton | MI | 09/2018 | 09/2019 |
| Dollar Bay-Tamarack City Public Schools | Dollar Bay | MI | 08/2018 | 11/2018 |
| Kerberrose Certified Public Accountants | Shawano | WI | 06/2019 | 06/2020 |
| Lpl Financial Llc | Houghton | MI | 09/2023 | Present |
1) 08/22/2023 - INSIGHT WEALTH SOLUTIONS. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 300 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-26 |
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