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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-09 |
Branch Locations
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Bloomfield Hills | MI | 05/2010 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| Lpl Financial Llc | Bloomfield Hills | MI | 01/2024 | Present |
1.01/09/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name INVESTWISE FINANCIAL LLC; Investment Related; at Reported Business Location(s); Start Date 12/19/2023; 120hrs/mth; 5hrs during trading 2.01/09/2024; 3D ADVISORS; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/19/2023; 10hrs/mth; 5hrs during trading 3.01/09/2024; WHITE GLOVE WORKSHOPS; Presenter; Investment Related; at Reported Business Location(s); Start Date 12/19/2023; 10hrs/mth; 5hrs during trading 4.01/09/2024; THE CORE GROUP USA; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/19/2023; 15hrs/mth; 10hrs during trading 5.01/09/2024; ADVISORS EXCEL; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/19/2023; 10hrs/mth; 10hrs during trading 6.05/26/2026; Guardian; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/06/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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