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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-20 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Southfield | MI | 05/2014 | Present |
1) 01/14/2022 - Center for Wealth Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/14/2022 - America Group Retirement Strategy Centers - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 05/22/2024 - Holiday Market - Outside/W-2 Employment - Bakery/Deli clerk - Not Investment Related - 520 S Lilley Rd, Canton, MI 48188 - Start Date 04/12/2024 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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