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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-04-08 |
| MI | RA | APPROVED | 2020-11-23 |
| TX | RA | APPROVED | 2020-10-26 |
Branch Locations
8031 Ortonville Rd Ste 120, Clarkston, MI 48348 • United States
49357 Pontiac Trail, #102, Wixom, MI 48393 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neil Bitzer Dba Bbcm Financial Svcs Llc | Troy | MI | 06/1997 | Present |
| Professional Affiliation Program | Troy | MI | 06/2002 | Present |
| Royal Alliance Associates, Inc. | Troy | MI | 08/2005 | 10/2020 |
| Lpl Financial Llc | Clarkston | MI | 10/2020 | Present |
1)10/21/2020 - Encompass Financial Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2008 2)10/21/2020 - Professional Affiliation Program LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/01/2002 - 5 hr/mth 3)10/21/2020 - Neil Bitzer - Non-Variable Insurance - inv rel - at reported business location(s) - start: 03/1995 4)10/21/2020 - BBCM Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - non-inv rel - at reported business location(s) - start: 05/1997
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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