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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| MI | RA | APPROVED | 2010-07-02 |
Branch Locations
10344 Thor Drive, Suite A, Freeland, MI 48623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Midland | MI | 01/2007 | Present |
(1) 12/20/2006: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 20% Time Spent - Agent for group health plans (2) 12/20/2006: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Life, Fixed Annuities, LTC (3) 04/17/2008: Garl Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (4) 04/22/2008: Garl Financial Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 25% Time Spent - Life, Health, Disability, LTC, Fixed Annuities (5) 1/5/2017: No Business Name - Investment Related - Midland, MI - Real Estate Rental - Started 01/03/2016 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-04 |
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