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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-23 |
| MI | RA | APPROVED | 2010-12-03 |
Branch Locations
53200 Van Dyke Ave., Suite 200, Shelby Twp., MI 48316 • United States
24335 Harper, St Clair Shores, MI 48080 • United States
23600 Greater Mack, St Clair Shores, MI 48080 • United States
16100 E Nine Mile Rd, Eastpointe, MI 48021 • United States
44990 Groesbeck, Clinton Twp, MI 48036 • United States
41240 Hayes, Clinton Twp, MI 48038 • United States
11555 26 Mile, Washington Twp, MI 48094 • United States
53050 Romeo Plank, Macomb, MI 48042 • United States
2032 19 Mile Rd, Sterling Hts, MI 48314 • United States
67225 Gratiot Ave, Richmond, MI 48062 • United States
Lapeer, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Macomb Twp | MI | 03/2003 | Present |
1. 09/19/2011: NO BUSINESS NAME - SUB LEASING MY OFFICE SPACE - 1% OF TIME SPENT 2. 12/05/2011: TARR & ASSOCIATES LLC - INV REL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - AT REPORTED BUSINESS LOCATION(S) 3. 08/01/2014: SHIELD FINANCIAL GROUP LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/15/2014 - 40 HR/MO ALL DURING SECS TRDG HRS 4. 08/06/2015 - CUSTOM INSURANCE - INV REL - 6300 22 MILE RD. SUITE 4, SHELBY TWP. MI 48317 - NON-VARIABLE INSURANCE - START 04/06/2011 - 3 HOURS PER MONTH, 3 DURING TRADING - I WILL BE OFFERING/SELLING/ REFERRING TO CUSTOM INSURANCE PROPERTY AND CASUALTY INSURANCE 5. 11/27/2015 - First State Investment Services - INV REL - 16800 24 Mile Road, Ste 1, Macomb, MI 48042 - DBA for LPL Business (entity for LPL business) - START 11/13/2015 - 20 HOURS PER MONTH DURING TRADING - Process LPL Business for First State Bank Investment Program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-29 |
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