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Julie Tarak Anderson

LPl Financial LLC

Grand Rapids, MI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-02-01
  • MI RA
    APPROVED
    Since 2024-02-01

Branch Locations

4364 Lake Michigan Dr Nw, Grand Rapids, MI 49534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flagstar Bank Troy MI 11/2015 Present
Infinex Investments, Inc. Troy MI 07/2016 01/2024
Lpl Financial Troy MI 02/2024 Present
  • 11/2015 → Present
    Flagstar Bank
    Troy, MI
  • 07/2016 → 01/2024
    Infinex Investments, Inc.
    Troy, MI
  • 02/2024 → Present
    Lpl Financial
    Troy, MI
Previous Registrations
  • 2016-07-01 → 2024-02-01
    Troy, MI
    Grand Rapids, MI
  • 2015-12-02 → 2016-07-01
    Essex National Securities, Llc
    Troy, MI
  • 2014-01-21 → 2015-08-14
    Ionia, MI
  • 2011-01-26 → 2014-01-21
    Cetera Investment Services Llc
    Saginaw, MI
    Mason, MI
    Battle Creek, MI
    Mason, MI
    Ionia, MI
    Leslie, MI
    Mason, MI
    Ionia, MI
    Leslie, MI
    Caro, MI
    Grand Rapids, MI
    Mount Pleasant Mt., MI
    Tawas City, MI
    Saginaw, MI
    Essexville, MI
    Rose City, MI
    Gaylord, MI
    Hillman, MI
    Alpena, MI
    Gaylord, MI
    Bay City, MI
    East Lansing, MI
    Beverly Hills, MI
    Ionia, MI
    Troy, MI
    Ionia, MI
    Rockford, MI
Other Businesses

1) 12/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-18
S63 Uniform Securities Agent State Law Examination 1993-11-16
  • S66 Uniform Combined State Law Examination
    2010-11-18
  • S63 Uniform Securities Agent State Law Examination
    1993-11-16
Other Names
  • Julie Anne Anderson
  • Julie Anne Tarak
  • Julie A Tarak

View on SEC IAPD

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