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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-30
TX RA APPROVED_RES 2015-01-06
  • MI RA
    APPROVED
    Since 2025-11-30
  • TX RA
    APPROVED_RES
    Since 2015-01-06

Branch Locations

21 E Long Lake Rd Ste 104, Bloomfield Hills, MI 48304-2354 • United States

Money Evolution

21 East Long Lake Road Suite 104, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-30
TX RA APPROVED_RES 2018-12-18
  • MI RA
    APPROVED
    Since 2025-11-30
  • TX RA
    APPROVED_RES
    Since 2018-12-18

Branch Locations

21 East Long Lake Road Suite 104, Bloomfield Hills, MI 48304 • 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
Lpl Financial, Llc Bloomfield Hills MI 07/2009 Present
Lethemon Financial Bloomfield Hills MI 07/2009 Present
Lethemon Financial, Llc Bloomfield Hills MI 03/2017 06/2021
  • 07/2009 → Present
    Bloomfield Hills, MI
  • 07/2009 → Present
    Lethemon Financial
    Bloomfield Hills, MI
  • 03/2017 → 06/2021
    Lethemon Financial, Llc
    Bloomfield Hills, MI
Previous Registrations
Other Businesses

1. 07/28/2009: LETHEMON FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 4/25/2019 - Lethemon Financial - Investment related - At reported business location(s) - Blog - start date:11/15/2018 - 10 hrs/mo - 0 hrs during trading - I already produce content, articles and video for my blog moneyevolution.com and my YouTube Channel. 3. 1/27/2021 - Financial Advisors Lab LLC - Not Investment Related - At Reported Business Location(s) - Other-Podcast/Blog/YouTube - Started 12/05/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Starting a podcast targeted towards other financial advisors. 4. 5/18/2021 - Bloomfield Township - Not Investment Related - Various Restaurants/Venues for meetings - Other-Politics/Government - Precinct Delegate - Started 05/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Precinct Delegate for Bloomfield Township - Attend a few meetings per year. Discuss issues and candidates for state and local elections. Vote for delegates to the State convention. 5. 04/10/2025 - Portfolio Evolution - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 04/30/2025 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-06
S63 Uniform Securities Agent State Law Examination 1994-07-14
  • S65 Uniform Investment Adviser Law Examination
    1994-09-06
  • S63 Uniform Securities Agent State Law Examination
    1994-07-14
Other Names
  • William Iii Lethemon

View on SEC IAPD

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