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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-18 |
Branch Locations
4605 S Old Us Highway 23, Brighton, MI 48114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Trust Credit Union | Brighton | MI | 11/2023 | Present |
| Heartland Payment Systems | Lansing | MI | 04/2021 | 11/2023 |
| Michigan Soft Water Of Western Michigan | East Lansing | MI | 08/2018 | 03/2020 |
| Aerotek Staffing And Recruiting | Lansing | MI | 03/2018 | 08/2018 |
| American Income Life | Lansing | MI | 10/2017 | 03/2018 |
| Sweetwater Catering Co. | Petoskey | MI | 10/2015 | 03/2018 |
| Mitchells Fish Market | Lansing | MI | 04/2014 | 10/2016 |
| Lpl Financial Llc | Brighton | MI | 10/2024 | Present |
| Unemployed | Brighton | MI | 03/2020 | 04/2021 |
1- 10/2024 / Lake Trust Financial Life Planning / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-17 |
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