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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-11-05 |
Branch Locations
48945 Hayes Road, Shelby Township, MI 48315 • United States
34700 23 Mile Road, Chesterfield, MI 48047 • United States
24515 Little Mack Ave, St. Clair Shores, MI 48080 • United States
16224 26 Mile Rd, Macomb Township, MI 48042 • United States
45120 Market Place Blvd, Chesterfield, MI 48051 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Huntington Investment Company | Columbus | OH | 12/2013 | 11/2020 |
| Lpl Financial Llc | Chesterfield | MI | 11/2020 | Present |
| Michigan Schools & Govt Cu | Chesterfield | MI | 11/2020 | Present |
1) 10/19/2020 -MSGCU investment services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2020 2) 05/12/2021 - The Retirement Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/01/2020 - 16 Hours Per Month/16 Hours During Securities Trading. 3) 11/26/2021 - Prosperity Advantage Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Writing Agent - Start Date: 10/01/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 4) 05/26/2023 - No Business Name - Not Investment Related - Royal Oak, MI - Real Estate Rental - Start Date 07/01/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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