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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED | 2021-02-01 |
Branch Locations
126 N Center Street, Northville, MI 48167 • United States
126 N Center St, Northville, MI 48167 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wwk Investments, Inc. | Northville | MI | 02/1997 | Present |
| Wwk Advisors, Llc | Northville | MI | 08/2010 | Present |
| Lpl Financial, Llc | Northville | MI | 02/2021 | Present |
1) 02/01/2021 - Real Estate Rental - W3 Management Company - Investment Related - Northville, MI - Start Date 10/2013 - 1 Hour Per Month - Time Spent 5%. 2) 02/01/2021 - DBA for LPL Business (entity for LPL business) - WWK Investments - Investment Related - Northville, MI - Start Date 1/20/2020 - 175 Hours Per Month/ 8 Hours During Securities Trading. 3) 06/07/2023 - Green Lake Properties, LLC - Investment Related - Interlochen, MI - Real Estate Rental - Start Date 06/02/2023 - 5 Hours Per Month/ 5 Hours During Securities Trading. 4) 07/25/2025 - WWK Tax Services - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:10/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 5) 10/10/2025 - WWK - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/10/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-11 |
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