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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
735 W Lake Lansing Rd Ste 100, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Funds Distributors, Llc, Guggenheim Investments | Chicago | IL | 04/2016 | 09/2017 |
| Guggenheim Funds Distributors, Llc | Chicago | IL | 04/2016 | 01/2021 |
| Triad Advisors | Norcross | GA | 01/2021 | 08/2024 |
| Michigan Money Management Advisers, Llc | East Lansing | MI | 01/2021 | Present |
| Osaic Wealth, Inc. | East Lansing | MI | 08/2024 | 01/2025 |
| Lpl Financial Llc | East Lansing | MI | 01/2025 | Present |
1) 01/06/2025 - Michigan Money Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/06/2025 .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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