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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-05 |
Branch Locations
58111 Van Dyke Ave, Washington Twp, MI 48094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmer John's Greenhouse | Farmington Hills | MI | 05/2020 | 12/2020 |
| Varroc Lighting Systems | Plymouth | MI | 05/2019 | 08/2019 |
| City Of Livonia - Building Maintenance Department | Livonia | MI | 06/2017 | 08/2018 |
| Discrete Audio And Video | Plymouth | MI | 06/2016 | 09/2016 |
| Calvin University | Grand Rapids | MI | 09/2016 | 12/2019 |
| Unemployed | Livonia | MI | 01/2020 | 05/2020 |
| Lpl Financial Llc | Shelby Township | MI | 11/2020 | Present |
| Capstone Wealth Management | Shelby Township | MI | 11/2020 | Present |
1. 09/28/2021 -Notary Public / Michigan Secretary of State - OTHER - NOTARY - Not Inv Rel - LANSING, MI - Start Date:8/9/2021 - 0 Hrs/Mth - 1 Hrs During Trading. 2. 09/28/2021 - cwmadvisors - DBA for LPL Business (entity for LPL business) - Inv Rel - SHELBY TWP, MI - 0 Hrs/Mth - 0 Hrs During Trading -0% 3. 09/28/2021 - Capstone Wealth Management/ DBA for LPL Business (entity for LPL business) - Inv Rel - SHELBY TWP, MI - 0 Hrs/Mth - 0 Hrs During Trading -0%. 4. 1/24/2023 - Capstone Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date - 02/13/2023 - 5 Hours Per Month/0 Hours During Securities Trading 5. 07/03/2024 - TruChoice Financial Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 10 Hours Per Month/ 1 Hour During Trading 6. 07/03/2025 - ClearView Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 08/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading. 7. 07/02/2026 - Modern Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-30 |
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