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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Harrison Township, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments | Andover | MA | 08/2005 | 07/2022 |
| Lpl Financial Llc | Harrison Township | MI | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-20 |
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