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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
157 E Main St, Springport, MI 49284 • United States
4625 Hull Road, Leslie, MI 49251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homestead Bank | Albion | MI | 01/2010 | Present |
| Osaic Institutions (Formerly Infinex Investments, Inc.) | Albion | MI | 01/2010 | 01/2024 |
| Lpl Financial Llc | Albion | MI | 01/2024 | Present |
1) 12/26/2023 - Wohlstand Financial Group, LLC - Business Entity For Tax/Investment Purposes Only - owner - Ml 49201 - 160 Hours per month - Start date: 01/01/2018. 2) 12/26/2023 - HSB Financial Services, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 04/26/2024 - Oceanview Life, United Life, Fidelity & Guaranty Life - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 2/7/2024 - 2 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-19 |
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