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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-03-18 |
Branch Locations
979 Spaulding Ave Se Ste A, Ada, MI 49301-3705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ada | MI | 12/2020 | Present |
| The Qti Group | Madison | WI | 03/2018 | 11/2020 |
| University Of Wisconsin Foundation | Madison | WI | 09/2016 | 12/2016 |
| Unemployed | Madison | WI | 05/2017 | 03/2018 |
| University Of Wisconsin-Madison | Madison | WI | 09/2014 | 05/2017 |
1. 9/12/2022: Growtrust Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 01/20/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 2. 10/5/2023: Growtrust Partners, LLC; At Reported Business Location(s) ; DBA for LPL Business (entity for LPL business); Inv. related; start date 2/18/2021; 160hrs/mo. during trading. 3. 05/28/2025 - ENGLE ASSET STRATEGIES LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date:06/01/2025 - 160Hours Per Month/140Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
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