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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-15
NV RA APPROVED 2025-01-15
AZ RA APPROVED 2024-11-14
OH RA APPROVED 2024-11-14
TX RA APPROVED_RES 2024-11-14
  • MI RA
    APPROVED
    Since 2025-01-15
  • NV RA
    APPROVED
    Since 2025-01-15
  • AZ RA
    APPROVED
    Since 2024-11-14
  • OH RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED_RES
    Since 2024-11-14

Branch Locations

1602 S Euclid Ave, Bay City, MI 48706 • United States

101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Metropolitan Life Insurance Company Bay City MI 09/1991 03/2017
Metlife Securities Inc. Bay City MI 09/1991 03/2017
Massachusetts Mutual Life Insurance Company Bay City MI 07/2016 01/2019
Mml Investors Services, Llc Bay City MI 03/2017 01/2019
Pruco Securities, Llc. Bay City MI 01/2019 11/2024
Prudential Insurance Company Of America Bay City MI 01/2019 Present
My Style Jewelry And Beads Bay City MI 04/2011 Present
Lpl Enterprise, Llc Bay City MI 11/2024 Present
  • 09/1991 → 03/2017
    Metropolitan Life Insurance Company
    Bay City, MI
  • 09/1991 → 03/2017
    Metlife Securities Inc.
    Bay City, MI
  • 07/2016 → 01/2019
    Massachusetts Mutual Life Insurance Company
    Bay City, MI
  • 03/2017 → 01/2019
    Bay City, MI
  • 01/2019 → 11/2024
    Bay City, MI
  • 01/2019 → Present
    Prudential Insurance Company Of America
    Bay City, MI
  • 04/2011 → Present
    My Style Jewelry And Beads
    Bay City, MI
  • 11/2024 → Present
    Bay City, MI
Previous Registrations
  • 2019-03-04 → 2024-11-14
    Bay City, MI
    Saginaw, MI
    Troy, MI
  • 2017-03-25 → 2019-02-01
    Mt. Pleasant, MI
    Saginaw, MI
    Bay City, MI
  • 2010-11-04 → 2017-03-25
    Msi Financial Services, Inc.
    Saginaw, MI
    Bay City, MI
    Mt. Pleasant, MI
Other Businesses

1) 02/14/2025-My Style Jewelry and Beads-Owner and make crafts-Not Inv Related-At Bay City, MI-Start date 05/29/2010-10hrs/mth-0hrs during trading 2) 03/13/2025-MetLife-Registered representative/ Insurance Agent-Non-Variable Insurance-Inv Related-At Bay City, MI-Start date 09/11/2000-20hrs/mth-20hrs/mth during trading. 3) 03/13/2025-Prudential-Notary-Not Inv related-At Bay City, MI-Start date 03/10/2000-1hrs/mth-1hrs/mth during trading 4) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-29
S63 Uniform Securities Agent State Law Examination 1993-09-30
  • S65 Uniform Investment Adviser Law Examination
    2010-10-29
  • S63 Uniform Securities Agent State Law Examination
    1993-09-30
Other Names
  • Lori K Bebee
  • Lori Kay Walstad
  • Lori Burnham

View on SEC IAPD

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