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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
| MI | RA | APPROVED | 2018-02-14 |
Branch Locations
4844 Jackson Rd Ste 208, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stites Financial Llc | Ann Arbor | MI | 07/1997 | Present |
| Invest Financial Corporation | Ann Arbor | MI | 02/2009 | 02/2018 |
| Blue Water Asset Management | Ann Arbor | MI | 07/2015 | 02/2018 |
| Lpl Financial Llc | Ann Arbor | MI | 02/2018 | Present |
1. 02/14/2018 - STITES FINANCIAL LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - INS SALES/INS AGT - Start Date 4/1997 - 50 Hours Per Month/30 Hours During Securities Trading - Health & Life, Group Benefits, Accident. 2. 02/14/2018 - STITES FINANCIAL LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-22 |
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