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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| MI | RA | APPROVED | 2024-01-17 |
Branch Locations
319 Lake St., Roscommon, MI 48653 • United States
213 East Main St., Gaylord, MI 49735 • United States
5982 Westside Saginaw Rd, Bay City, MI 48706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maier & Associates Financial Group, Inc. | Bay City | MI | 02/2019 | Present |
| Raymond James Financial Services, Inc. | Bay City | MI | 02/2019 | 08/2019 |
| Covenant Healthcare | Saginaw | MI | 09/2018 | 02/2019 |
| Alma College | Alma | MI | 09/2014 | 05/2018 |
| Dow Bay Area Family Ymca | Bay City | MI | 05/2016 | 08/2017 |
| Unemployed | Bay City | MI | 05/2018 | 09/2018 |
| Raymond James Financial Services, Inc. | Bay City | MI | 08/2019 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Bay City | MI | 08/2019 | 01/2024 |
| Lpl Financial Llc | Bay City | MI | 01/2024 | Present |
1) 12/2023 - Maier & Associates Financial Group. Inc. / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)130 Hrs per month / 95 % Time Spent 2) 12/2023 - Non-Variable Insurance / Inv. Related / Bay City, MI / Start date 02/18/2019 - 20 Hrs per month - 5% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-05 |
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