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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-10 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corp | Lansing | MI | 01/2016 | 01/2018 |
| Principal Life Insurance Company | Lansing | MI | 01/2016 | 01/2018 |
| The Centennial Group | Lansing | MI | 10/2016 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 01/2018 | 03/2021 |
| Unemployed | Haslett | MI | 03/2021 | 04/2021 |
| Western Southern Life | Grand Rapids | MI | 04/2021 | 12/2021 |
| W&S Brokerage Services | Cincinnati | OH | 05/2021 | 12/2021 |
| Wells Fargo Clearing Services, Llc | East Lansing | MI | 05/2022 | 11/2023 |
| Unemployed | Haslett | MI | 01/2022 | 05/2022 |
| Jackson National Life Insurance Company | Lansing | MI | 12/2023 | 07/2025 |
| Lpl Enterprise Llc | Troy | MI | 08/2025 | Present |
1. 07/21/2025 - League of Women Voters - Non-profit volunteer (not on board) - Lansing, MI - NOT INV REL - Start Date 04/03/2016 - 2hrs/mth | 0hrs during trading 2. 07/21/2025 - Lake Breeze Association - Non-Profit Board Member - Pentwater, MI - NOT INV REL - Start Date 07/01/2024 - 0hrs/mth | 0hrs during trading 3. 07/21/2025 - May Lake Breeze Cottage LLC - Business Owner - Saint Louis, MI - NOT INV REL - Start Date 06/23/2021 - 0hrs/mth | 0hrs during trading 4. 07/21/2025 - DELORES JEAN MAY N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Haslett, MI - INV REL - Start Date 07/21/2025 - 160hrs/mth | 160hrs during trading 5. 07/21/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Haslett, MI - INV REL - Start Date 07/21/2025 - 160hrs/mth | 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-09 |
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