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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-11 |
| TX | RA | APPROVED_RES | 2023-05-11 |
Branch Locations
755 W Big Beaver - Suite 2020, Troy, MI 48084 • United States
755 W Big Beaver Suite 2020, Troy, MI 48084 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 01/2014 | 05/2023 |
| Spc | Ann Arbor | MI | 01/2014 | 05/2023 |
| Lpl Financial Llc | Troy | MI | 05/2023 | Present |
1. 05/17/2023 - Unisource Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 06/14/2023 - No Business Name - Investment Related - Birmingham, MI - Real Estate Rental - Owner - Start Date 11/01/2007 - 2 Hours Per Month/ 0 Hours During Securities Trading - Time Spent 2%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
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