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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Financial Credit Union | Gaylord | MI | 10/2014 | Present |
| Lpl Financial Llc | Gaylord | MI | 10/2025 | Present |
1. 10/24/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community Financial Investment & Insurance / Inv Rel - At Reported Business Location(s) 2. 10/24/2025 / Notary for Community Financial Credit Union / Notary /Inv Related /Passenheim Rd / 11/04/2020 3. 03/27/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name orsa wealth management - Investment Related - At Reported Business Location(s) - Start Date 03/20/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
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