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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-04 |
| MI | RA | APPROVED | 2010-05-27 |
Branch Locations
915 N. Michigan Ave., Ste 102, Howell, MI 48843 • United States
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
Canton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Howell | MI | 06/2009 | Present |
| Lifetime Fitness | Howell | MI | 06/2009 | Present |
(1) 06/17/2009: LIFETIME FITNESS - FITNESS INSTRUCTOR - NOT INV REL - 1% OF TIME SPENT - CERTIFIED GROUP FITNESS INSTRUCTOR. LEAD AND DESIGN FITNESS CLASSES. (2) 09/04/2009: AMERICA GROUP RETIREMENT STRATEGY CENTERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Investment Related - At Reported Business Location(s) (3) 12/04/2009: NO BUSINESS NAME - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 5% OF TIME SPENT - RECOMMEND AND SELL FIXED INSURANCE PRODUCTS, INCLUDING UL, TERM INSURANCE, DISABILITY INCOME, LTC, AND OTHER FIXED INSURANCE PRODUCTS (4). 1/25/2017: Stefanski Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/18/2017 - 160 Hours Per Month/6 Hours During Securities Trading. (5). 07/05/2022 - Stefanski Holmes Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2016 - 160 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-21 |
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