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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-19 |
Branch Locations
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bloomfield Hills | MI | 05/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 10/2020 | 10/2025 |
| Unemployed | Novi | MI | 09/2020 | 10/2020 |
| Meadowbrook Country Club | Northville | MI | 04/2011 | 08/2020 |
| Michigan State Unviersity | East Lansing | MI | 01/2017 | 02/2020 |
| Northville Swim Club | Northville | MI | 05/2018 | 08/2018 |
| College Fresh | Champaign | IL | 09/2018 | 03/2020 |
| Michigan State University | East Lansing | MI | 08/2016 | 05/2020 |
| Axa Advisors, Llc | Troy | MI | 05/2019 | 08/2019 |
| Caitlin John, Llc | Brighton | MI | 10/2025 | 05/2026 |
| Investwise Wealth Management, Inc. | Royal Oak | MI | 10/2025 | 05/2026 |
1. 05/2026 - INVESTWISE FINANCIAL - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/19/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-10 |
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