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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-23 |
| MI | RA | APPROVED | 2017-11-29 |
Branch Locations
51424 Van Dyke Ave Suite 6, Shelby Township, MI 48316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Shelby Township | MI | 01/2016 | 11/2017 |
| Lpl Financial Llc | Shelby Township | MI | 11/2017 | Present |
1. 2/1/2019 - Donadio Pepper Wealth Management Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/11/2019 - 40 Hours Per Month During Securities Trading. 2. 2/1/2019 - Donadio Pepper Wealth Management Group LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/11/2019 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-30 |
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