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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-16 |
Branch Locations
345 Diversion St., Suite 110, Rochester, MI 48307 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rochester | MI | 01/2019 | 06/2023 |
| Michigan Timber & Truss | Flint | MI | 01/2011 | 01/2019 |
| C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors | Westlake | OH | 06/2023 | Present |
| Comprehensive Planning Strategies (D.b.a. For Advisory Business) | Rochester | MI | 06/2023 | Present |
1. 2/15/2023 - Special Needs Advanced Planning - Investment Related - At Reported Business Location(s) - DBA for Advisory Business - Start Date - 09/03/2019 - 160 Hours Per Month/160 Hours During Securities Trading 2. Ms. Larson is a licensed insurance agent. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. Larson spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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