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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinitas Planning Group | Rochester | MI | 07/2025 | 09/2025 |
| Unemployed | Ray | MI | 02/2025 | 07/2025 |
| University Of Michigan Football | Ann Arbor | MI | 01/2022 | 02/2025 |
| University Of Michigan | Ann Arbor | MI | 08/2018 | 12/2021 |
| Romeo High School | Romeo | MI | 08/2014 | 06/2018 |
| Lpl Financial | Rochester | MI | 07/2005 | Present |
1. 09/2025 - Trinitas Planning Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 09/24/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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