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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| MI | RA | APPROVED | 2021-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wwk Investments, Inc. | Northvillle | MI | 05/2018 | 01/2019 |
| Wwk Advisors, Llc | Northvillle | MI | 01/2019 | 06/2021 |
| Monroe Bank And Trust | Northvillle | MI | 01/2018 | 05/2018 |
| Carrington Golf Club | Monroe | MI | 10/2016 | 12/2017 |
| Vince's Drive In | Monroe | MI | 05/2012 | 11/2017 |
| H & R Block | Dundee | MI | 01/2013 | 04/2017 |
| Student | Monroe | MI | 09/2012 | 12/2017 |
| Lpl Financial, Llc | Northville | MI | 06/2021 | Present |
1)07/14/2021- WWK Investments- DBA for LPL Business (entity for LPL business)- Inv. Related- Northville, MI- start date 1/20/2021- 160 Hours Per Month/8 Hours During Securities Trading. 2) 12/09/2021 - WWK Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 3) 10/10/2025 - WWK - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/10/2025.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-08 |
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