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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
38800 Garfield Rd, Suite 110, Clinton Twp, MI 48038 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
38800 Garfield Rd, Suite 110, Clinton Twp, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masen Paich Wealth Management | Clinton Twp | MI | 06/2022 | Present |
| Olympia Entertainment | Detroit | MI | 11/2016 | 12/2018 |
| Aerotek Inc. | Troy | MI | 06/2014 | 11/2016 |
| Bay Harbor Yacht Club | Petoskey | MI | 05/2013 | 09/2019 |
| Lpl Financial Llc | Clinton Twp | MI | 08/2023 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 01/2019 | 01/2022 |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2022 | 08/2023 |
| Sigma Financial Corporation | Ann Arbor | MI | 01/2022 | 08/2023 |
1) 07/31/2023 - WMS AGENCY - Non-Variable Insurance - Selling: Term and whole Life - WMS Agency - MI 48038 - Investment related - 20 Hours per month - Start date: 8/20/2023. 2) 07/31/2023 - Masen paich wealth management Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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