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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-28 |
| MI | RA | APPROVED | 2015-05-22 |
Branch Locations
Grosse Pte Farms, MI • United States
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Grosse Pte Farms | MI | 05/2015 | Present |
| Center For Wealth Planning Advisors, Inc | Troy | MI | 05/2015 | 06/2017 |
1. 05/18/2015: KENWOOD CAPITAL ADVISORS, LLC - NOT INV REL - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 06/01/2000 - NO TIME SPENT - MANAGING DIRECTOR 2. 4/18/2017 - Center For Wealth Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/27/2017 - 120 Hours Per Month/8 Hours During Securities Trading. 3. 02/10/2022 - BBJ Aviation, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/03/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 01/03/2024 - Residential Real Estate Rentals - Real Estate Rental - Landlord - Investment Related - Harper Woods, MI & St. Petersburg, FL - Start Date 06/18/1982 - 7 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-21 |
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