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7889 Red Arrow Highway, Stevensville, MI 49127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-09 |
Branch Locations
7889 Red Arrow Highway, Stevensville, MI 49127 • United States
667 West Main Suite A, Benton Harbor, MI 49022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stevensville | MI | 08/2009 | Present |
| True Blue Financial, Llc | Stevensville | MI | 12/2020 | Present |
| Lpl Financial Llc | Stevensville | MI | 02/2018 | 12/2020 |
| True Blue Tax, Llc | Stevensville | MI | 09/2021 | Present |
| Independent Insurance Agent | Stevensville | MI | 10/2013 | Present |
(1) LPL Financial LLC - Investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Registered Broker-Dealer & Investment Adviser - Registered Representative - Since 08/2009 - Approximately 24 hours/month (during securities trading hours) - Selling securities and variable insurance products. / (2) True Blue Financial, LLC - Investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Registered Investment Adviser, Licensed Insurance Agency, and Operating Company for LPL Business Activities - Investment Adviser Representative - Since 12/2020 - Approximately 120 hours/month (during securities trading hours) - Providing investment advice and providing insurance services. / (3) True Blue Tax, LLC - Non-investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Tax Preparation Firm - Admin - Since 09/2021 - Approximately 8 hours/month (during securities trading hours) - Presenting tax returns to clients. / (4) Independent Insurance Agent - Investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Licensed Insurance Agent - Since 10/2013 - Approximately 8 hours/month (during securities trading hours) - Selling fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-28 |
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