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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-26 |
| MI | RA | APPROVED | 2023-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masen Frantz Wealth Management Group | Clinton Township | MI | 10/2000 | 05/2022 |
| Sigma Financial Corporation | Ann Arbor | MI | 05/2006 | 05/2023 |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2007 | 05/2023 |
| Lpl Financial Llc | Rochester | MI | 05/2023 | Present |
1. 05/24/2023 - Trinitas Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 6/1/2022 - 120 Hours Per Month/ 6 Hours During Trading - Time Spent 100% 2. 07/12/2023 - Self - Investment Related - At Reported Business Location(s) -Non-Variable Insurance - Start Date 6/1/2022 - 40 Hours Per Month/ 2 Hours During Trading - Time Spent 10% 3. 10/29/2025 - 300 South Collier LLC - Real Estate Rental - Investment Related - Marco Island, FL - Start Date 12/02/2024 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-03 |
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