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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-14 |
| MI | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
Branch Locations
4844 Jackson Rd Ste 208, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stites Financial Llc | Ann Arbor | MI | 04/1997 | Present |
| Invest Financial Corporation | Tampa | FL | 02/2009 | 02/2018 |
| Blue Water Asset Management | Ann Arbor | MI | 07/2015 | 02/2018 |
| Lpl Financial Llc | Ann Arbor | MI | 02/2018 | Present |
1. 02/14/2018 - Stites Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1997 - 40 Hours Per Month. 2. 10/03/2022 - Stites Financial LLC - Investment related - At reported business location(s) - Insurance Agency - start date:04/01/1997 - 80 hrs/mo - 80 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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