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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
501 Gratiot Boulevard Suite 2, Marysville, MI 48040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Marquette | MI | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Marysville | MI | 09/2023 | 02/2025 |
| Lpl Financial Llc | Marysville | MI | 02/2025 | Present |
1 - 01/2025 - DW Holdings, LLC - Real Estate Rental - Inv Related - 5 Hours/Month - MI 48040 - OBA Start Date: 12/17/2002. 2 - 01/2025 - Tarr Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 01/2025 - DITTMAN FINANCIAL SERVICES LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - MI 48040 - OBA Start Date: 3/5/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
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