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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
5280 Jackson Rd., Ann Arbor, MI 48103 • United States
225 Briarwood Circle, Ann Arbor, MI 48108 • United States
2910 Carpenter Road, Ann Arbor, MI 48108 • United States
2793 Plymouth Road, Ann Arbor, MI 48015 • United States
9956 E Grand River, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Birmingham | MI | 04/2015 | 12/2017 |
| Citizens Bank | Birmingham | MI | 04/2015 | 12/2017 |
| Citizens Bank | Birmingham | MI | 12/2017 | 03/2018 |
| Citizens Securities Inc. | Birmingham | MI | 12/2017 | 03/2018 |
| Citizens Securities Inc. | Walled Lake | MI | 03/2018 | 03/2018 |
| The Huntington Bank | Walled Lake | MI | 03/2018 | 12/2019 |
| The Huntington Investment Company | Columbus | OH | 03/2018 | 12/2019 |
| The Huntington Investment Company | South Lyon | MI | 12/2019 | 10/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2020 | 05/2025 |
| Dfcu Financial | Dearborn | MI | 10/2020 | Present |
| Lpl Financial Llc | Ann Arbor | MI | 05/2025 | Present |
1.05/23/2025 - DFCU Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/04/2024 - 60 Hrs/Mth - 60 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-29 |
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