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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
505 Clyde Street, Grayling, MI 49738 • United States
129 Lake Street, Roscommon, MI 48653 • United States
2671 S. Reserve Road, Houghton Lake, MI 48629 • United States
212 Court St N, Standish, MI 48658 • United States
3140 Ivanrest Ave Sw, Grandville, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Traverse City | MI | 09/2019 | 08/2020 |
| Mackinaw Financial Corporation | Manistique | MI | 05/2017 | 09/2019 |
| The Crown Golf Club | Traverse City | MI | 05/2019 | 09/2019 |
| Northern Michigan University | Marquette | MI | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Traverse City | MI | 10/2019 | 08/2020 |
| J.W. Cole Financial, Inc | Tampa | FL | 07/2021 | 10/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2021 | 10/2023 |
| Mackinaw Financial Corporation | Traverse City | MI | 08/2020 | 07/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2023 | 05/2025 |
| Lpl Financial Llc | Houghton Lake | MI | 05/2025 | Present |
1- 09/22/2025 - North Central Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-09 |
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