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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
115 W. Broad St, Chesaning, MI 48616 • United States
8235 Holly Rd., Ste 4, Grand Blanc, MI 48439-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Chesaning | MI | 10/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Chesaning | MI | 02/2007 | 07/2021 |
| Chesaning Chamber Of Commerce | Chesaning | MI | 04/2011 | Present |
| Downtown Development Association | Chesaning | MI | 04/2011 | Present |
| Mmb Associates Llc | Chesaning | MI | 02/2014 | Present |
| Trinity United Methodist Church | Chesaning | MI | 07/2016 | Present |
| Lpl Financial, Llc | Chesaning | MI | 07/2021 | Present |
1. 8/4/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 8/4/2021 - MMB Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 8/4/2021 - MMB Associates LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 2014 - Established a LLC to pay staff and personal office expense only. 4. 9/24/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 09/23/2021 - 4 Hours Per Month During Securities Trading. 5. 01/03/2023 - Harris Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 11/28/2022 - 40 Hours Per Month/8 Hours During Securities Trading. 6. 2/22/2023 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent financial advisor - Start Date - 02/03/2023 - 20 Hours Per Month/20 Hours During Securities Trading 7. 07/24/2023 - Associates of clifton park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance- Agent - Start Date 06/14/2023 - 10 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-04 |
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