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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-24 |
| SC | RA | APPROVED | 2026-02-24 |
| NC | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
26677 W 12 Mile Rd Suite 166, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | MI | 08/2001 | 07/2018 |
| Samples & Young | Southfield | MI | 05/2005 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2011 | 07/2018 |
| Ifs Securities Inc. | Atlanta | GA | 07/2018 | 08/2019 |
| Ifs Advisory | Atlanta | GA | 07/2018 | 08/2019 |
| Pruco Securities, Llc. | Troy | MI | 08/2019 | 11/2024 |
| Prudential Insurance Company Of America | Troy | MI | 08/2019 | 11/2024 |
| Lpl Enterprise, Llc | Southfield | MI | 11/2024 | Present |
1) 10/10/2024- Samples & Young- Samples and Young is the business name of our JT FP practice- DBA for LPL Business (entity for LPL business)- INV Related- Southfield, MI- Start Date 09/25/2024- 180hrs/mth- 160hrs during trading 2) 10/08/2024- Seniors Helping Seniors- Seniors Helping Seniors is a national franchise for non-medical in-home care services - I am part owner - wife is operator and runs the business- Business Owner- Not INV Related- Southfield, MI- 20hrs/mth- 0hrs during trading 3) 10/08/2024- Gethsemane Missionary Baptist Church- I am a trustee at my church - I help maintain the property and contents of church- Non-Profit Board Member- INV Related- Southfield, MI- Start Date 09/25/2024- 20hrs/mth- 0hrs during trading 4) 10/08/2024- Gethsemane Missionary Baptist Church- Associate Minister - teach Bible Study, and support Pastor with activities in service and during funerals- Non-Profit Board Member- Not INV Related- Southfield. MI- Start Date 09/25/2024- 15hrs/mth- 0hrs during trading 5) 10/10/2024- Samples Holdings- Samples Holdings is the entity created for reporting book sales- Author- Not INV Related- Southfield, MI- Start Date 09/25/2024- 10hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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