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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-16 |
| OH | RA | APPROVED | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2016 | 12/2020 |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 04/2015 | 12/2020 |
| Michigan Association Of Retired School Personnel (Marsp) | Lansing | MI | 04/2015 | 12/2020 |
| Justin Blevins (Self Employed) | Grand Blanc | MI | 04/2015 | 12/2020 |
| Waddell & Reed, Inc. | Grand Blanc | MI | 12/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Swartz Creek | MI | 12/2020 | 07/2021 |
| Lpl Financial Llc | Grand Blanc | MI | 07/2021 | Present |
1. 01/04/2023 - Intuit - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 12/20/2022 - 75 Hours Per Month/0 Hours During Securities Trading - Customer support online and phone for Intuit Turbo Tax. 2. 07/13/2026 - American Brokerage Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/09/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading. 3. 07/13/2026 - Blevins Tax Services LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date: 01/09/2023 - 40 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-09 |
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