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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-21 |
| MI | RA | APPROVED | 2018-09-20 |
Branch Locations
1042 Sutton Rd Ste 3, Adrian, MI 49221 • United States
3200 Greenfield Rd Ste 300, Dearborn, MI 48120 • United States
2723 S State St 150, Ann Arbor, MI 48104 • United States
100 W Big Beaver Rd Ste 200, Troy, MI 48084 • United States
39555 Orchard Hill Pl # 600, Novi, MI 48375 • United States
Tecumseh, MI • United States
Ft Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gleaner Life Insurance | Adrian | MI | 08/2012 | 05/2018 |
| Cfd Investments, Inc | Kokomo | IN | 05/2014 | 06/2018 |
| Creative Financial Designs, Inc | Kokomo | IN | 05/2014 | 06/2018 |
| Lpl Financial, Llc | Adrian | MI | 09/2018 | Present |
1) 9/20/2018 - DBA FOR LPL BUSINESS - RETIREMENT REFERRAL NETWORK, LLC - ADRIAN, MI 2) 10/05/2019 - GBU Financial - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/01/2019 - 2 hrs/mo - 2 hrs during trading. 3) 10/13/2021 - Retirement Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 11/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 4) 01/12/2026 - Other - Music - Not Investment Related - Home Based - Start Date 01/05/2026 - 6 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
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