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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Traverse City | MI | 04/2024 | 05/2025 |
| Canopy Mortgage Llc | Midland | MI | 12/2023 | 05/2024 |
| Huntington National Bank | Traverse City | MI | 07/2023 | 12/2023 |
| Cardinal Financial | Traverse City | MI | 01/2022 | 07/2023 |
| Coast One Mortgage | Traverse City | MI | 02/2023 | 03/2023 |
| Huntington National Bank | Cadillac | MI | 09/2015 | 01/2022 |
| Bank Of America, N.A | Traverse City | MI | 04/2024 | 05/2025 |
| J.P. Morgan Securities Llc | Traverse City | MI | 05/2025 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Traverse City | MI | 05/2025 | 08/2025 |
| Newrez,Llc | Traverse City | MI | 02/2023 | 03/2023 |
| Lpl Financial Llc | Cadillac | MI | 08/2025 | Present |
| Cherry Grove Fire Department | Cadillac | MI | 05/2024 | Present |
1 - Cherry Grove Fire Department - Outside/W-2 Employment - Not Inv Related - 15 Hours/Month - Cadillac MI - OBA Start Date: 05/01/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
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