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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-07 |
| MI | RA | APPROVED | 2011-08-09 |
Branch Locations
549 Seminole Rd Ste 100, Muskegon, MI 49444-3755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Muskegon | MI | 08/2011 | Present |
1. 08/05/11 - SANDIN FINANCIAL SERVICES/ DBA ONLY/ MUSKEGON, MI 2. 08/05/11 - OWN 2 SINGLE FAMILY RENTAL HOMES IN AN LLC/ 1% OF TIME/ MUSKEGON, MI. 3. 2/8/2017 - Focus Financial Retirement Specialists - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/06/2017 - 40 Hours Per Month During Securities Trading. 4. 12/31/2024 - Other - Spouse trustee/beneficiary- Not Investment Related - At Reported Business Location(s) - Start Date 10/28/2024- 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-08 |
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