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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
8235 Holly Rd., Ste 4, Grand Blanc, MI 48439-2442 • United States
115 W. Broad St, Chesaning, MI 48616 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grand Blanc | MI | 07/1995 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Grand Blanc | MI | 08/1995 | 07/2021 |
| Mmb Associates | Chesaning | MI | 02/2014 | Present |
| Pine Hollow Home Association | Grand Blanc | MI | 01/2018 | Present |
| Lpl Financial Llc | Chesaning | MI | 07/2021 | Present |
1.07/29/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MMB Advisors; Investment Related; at Reported Business Location(s); Start Date 07/21/2021; hrs/mth; hrs during trading 2.07/29/2021; MMB Associates LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.09/23/2021; Exclusive Insurance Brokerage; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/23/2021; 4hrs/mth; 4hrs during trading 4.07/31/2023; Associates of Clifton Park; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/11/2023; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-02 |
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