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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| MI | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birkle Financial Services | Ann Arbor | MI | 06/1986 | 05/2024 |
| Crown Capital Secuties, Lp | Orange | CA | 01/2006 | 05/2024 |
| Lpl Financial Llc | Ann Arbor | MI | 05/2024 | Present |
(1) 05/01/2024 - Public Notary - Notary - Investment Related - At Reported Business Location(s) - Start Date 01/01/1998 - 1 Hour Per Month/ 0 Hours During Trading (2) 05/01/2024 - Fixed Insurance Trails - Non-Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - Start Date 04/17/2024 - 0 Hours Per Month/ 0 Hours During Trading (3) 05/01/2024 - Birkle Financial Services Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/10/1987 - 2 Hours Per Month/ 0 Hours During Trading (4) 05/01/2024 - Birkle & Birkle - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 06/01/1990 - 80 Hours Per Month/ 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-15 |
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