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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-18 |
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
23332 Orchard Lake Rd Suite A, Farmington Hills, MI 48336 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Walled Lake | MI | 11/2016 | 01/2018 |
| Cetera Investment Advisers Llc | Farmington Hills | MI | 10/2015 | 10/2016 |
| Pruco Securities, Llc. | Farmington Hills | MI | 01/2018 | 11/2024 |
| Prudential Insurance Company Of America | Farmington Hills | MI | 01/2018 | Present |
| Lpl Enterprise, Llc | Farmington Hills | MI | 11/2024 | Present |
| Summit Brokerage Services | Farmington Hills | MI | 08/2015 | 11/2016 |
1) 09/27/2024- SIGND- Compensated for signing hockey memorabilia on video through the internet to verify that I'm signing it- Speaker/ Seminar/ Workshops- INV Related- Farmington Hills, MI- Start Date- 12/06/2022- 1hrs/mth- 0hrs during trading 2) 09/27/2024- Cameo- Videos with Hockey Fans- Speaker/ Seminar/ Workshops- INV Related- Farmington Hills, MI- Start Date 02/27/2021- 1hrs/mth- 0hrs during trading 3) 09/27/2024- Detroit Red Wings Alumni Association- Charity Hockey Games and Appearances- Speaker/ Seminar/ Workshops- INV Related- Farmington, MI- Start Date 09/07/2016- 6hrs/mth- 0hrs during trading 4) 10/18/2024- Healthcare- Refer healthcare business to another advisor- Non-Variable Insurance Commission Trails- INV Related- Farmington, Hills, MI- Start Date 04/23/2018- 0hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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