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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-07 |
| MI | RA | APPROVED | 2014-12-19 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Southfield | MI | 12/2014 | Present |
(1) 12/18/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - AMERICA GROUP RETIREMENT STRATEGY CENTERS - INVESTMENT RELATED - SOUTHFIELD, MI. (2) 2/23/2015: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - HOLLANDER & LONE, LLC - STARTED 02/18/2015 - INVESTMENT RELATED - 50 HOURS PER MONTH DURING TRADING - 28411 NORTHWESTERN HIGHWAY SUITE 1200 SOUTHFIELD, MI 48034. (3) 03/10/2015: VISONARY MARKETING GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 02/27/2015 - 10 HR/MO ALL DURING SECS TRDG HRS - LIFE & DISABILITY INSURANCE (4) 07/05/2022 - Mercury Capital Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/16/2022 - 240 Hours Per Month/182 Hours During Securities Trading. (5) 07/22/2024 - Sherman Private Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-02 |
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