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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-27 |
| TX | RA | APPROVED_RES | 2007-09-27 |
Branch Locations
24255 W 13 Mile Rd Ste 290, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bingham Farms | MI | 06/2004 | Present |
(1)06/08/2004 - OUTSIDE SALES OF NON-VARIABLE INSURANCE. (2) 04/01/08 - ACT IN A FIDUCIARY CAPACITY, WALTER & NANCY BROCKMAN (PARENTS), I AM LISTED AS CO-SUCCESSOR TRUSTEE ON THIER LIVING TRUST W/MY BROTHER. (3) 04/02/08 - ACT IN A FIDUCIARY CAPACITY, NAMED AS A SUCCESSOR TRUSTEE IN MY AUNT MARY O'DONNELL'S LIVING TRUST. (4) 10/31/2014 - STONEBRIDGE FINANCIAL ASSOCIATES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 40 HOURS PER MONTH - BINGHAM FARMS, MI (5)9/14/2017 - Stonebridge Financial Associates, LLC - Investment Related - 24255 W. Thirteen Mile, Suite 290, Bingham Farms, MI 48025 - Real Estate Rental - Started 02/01/2017 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-10 |
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