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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-06 |
| FL | RA | APPROVED | 2023-06-05 |
| IN | RA | APPROVED | 2023-06-02 |
| MD | RA | APPROVED | 2023-06-02 |
| MI | RA | APPROVED | 2023-05-19 |
Branch Locations
1235 N. Main St. Ste. 150, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Southfield | MI | 08/2010 | 12/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 12/2017 | 05/2023 |
| Spc | Ann Arbor | MI | 12/2017 | 05/2023 |
| Lpl Financial Llc | Rochester | MI | 05/2023 | Present |
1. 05/22/2023 - Trinitas Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 06/28/2023 - Trinitas Planning Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 02/19/2018 - 10 Hours Per Month/ 10 Hours During Securities Trading - Time Spent 10% 3. 02/27/2024 - Trinitas Planning Group - Inv Related - At Reported Business Location(s) - Other - Scrivener for Estate Planning Software - Offer estate planning services through Encore Estate Plans - Started: 2/1/2024 - 1 Hr/Mo During Trading. 4. 02/27/2024 - Trinitas Planning Group - Inv Related - At Reported Business Location(s) - Other - Scrivener for Estate Planning Software - Offer estate planning services through Trust & Will - Started: 2/20/2024 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-02 |
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