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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
950 W University Dr Ste 201, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Group | Davison | MI | 04/2019 | 12/2019 |
| Black Rock | Davison | MI | 10/2017 | 07/2019 |
| Black Rock | Hartland | MI | 05/2017 | 10/2017 |
| Brick Street | Grand Blanc | MI | 05/2015 | 10/2017 |
| University Of Michigan | Flint | MI | 01/2018 | 12/2019 |
| Mott Community College | Flint | MI | 08/2015 | 06/2018 |
| Cambridge Investment Research | Fairfield | IA | 02/2020 | 09/2024 |
| Cambridge Investment Research | Fairfield | IA | 02/2020 | 09/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2022 | 09/2024 |
| Lpl Financial Llc | Rochester | MI | 09/2024 | Present |
1 - 09/06/2024 - Lakeview Financial Consultants - DBA for LPL Business (entity for LPL business) - Inv Related - 1 Hour/Month - At reported business location(s). 2 - 09/06/2024 - Shenandoah LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MI 48083 - OBA Start Date: 06/05/2023. 3 - 09/06/2024 - Notary - Notary - Inv Related - 1 Hour/Month - MI 48307 - OBA Start Date: 06/01/021. 4- 11/10/2025 - One Resource Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/30/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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