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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portage | MI | 04/2010 | Present |
(1)8/7/2012: DBA ONLY - THE RETIREMENT WEALTH MANAGEMENT GROUP - PORTAGE, MI. (2)9/5/2012: DBA ONLY - JARRELL RETIREMENT WEALTH MANAGEMENT - PORTAGE, MI. (3) 11/5/2012: DBA ONLY - MATTHEW JARRELL RETIREMENT WEALTH MANAGEMENT - PORTAGE, MI. (4) 05/15/2014 - ALLIANCE AZO/GLARK GRACIE JIU JITSU - OTHER-SELF-DEFENSE INSTRUCTOR -I'M AN INSTRUCTOR FOR BRAZILIAN JIU JITSU BASED WOMEN'S SELF-DEFENSE CLINICS OFFERED BY OUR GYM. - TIME SPENT 0% - PORTAGE, MI (5) 03/02/2017 - DocSpot Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/01/2017 - 40 hours per month/40 hours during trading. (6) 10/03/2022 - Matthew Jarrell Retirement Wealth Managment - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 09/30/2022 - 40 Hours Per Month/40 Hours During Securities Trading (7) 10/02/2025- LEAD Early Learning/Jarrell Publishing- Other - Publishing- Not INV Related- At Kalamazoo, MI - Start date 11/01/2025- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-03 |
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