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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfv & Associates, Inc. | Wixom | MI | 01/2022 | Present |
| Friend & Associates | Wixom | MI | 01/2020 | 01/2022 |
| Plante Moran Trust Bank | Southfield | MI | 06/2020 | 08/2020 |
| Billy's Tip N Inn | White Lake | MI | 08/2018 | 09/2023 |
| Controlled Power Company | Troy | MI | 11/2017 | 11/2021 |
| Ulm Restaurants Inc. | White Lake | MI | 06/2014 | 11/2017 |
| Lpl Financial, Llc | Wixom | MI | 11/2020 | Present |
1- 10/2023 / Vanderhovel Financial Services, Inc. / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / START DATE 08/01/2023 2- 10/2023 / Friend Financial Services Inc. / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / START DATE 08/01/2023 3- 10/2023 / Tax Prep/Accounting/CPA / INVESTMENT RELATED / 160 HRS MNTH / 7 HRS DURING TRADING / START DATE 01/01/2021 4- 07/06/2026- Cavanaugh Financial Services, LLC- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-27 |
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