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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-10-01 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
Grosse Pointe, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Southfield | MI | 09/2011 | 10/2016 |
| Mml Investors Services Llc | Springfield | MA | 02/2012 | 10/2016 |
| Morgan Stanley | Grosse Pointe Farms | MI | 11/2016 | 08/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | 08/2019 |
| Lpl Financial, Llc | Troy | MI | 10/2019 | Present |
1. 1/14/2020 - Oakland County Cable Communications Corp - Not Investment Related - 1230 Souter Dr., Troy, MI 48083 - Outside/W-2 Employment - Production Assistant - Started 09/02/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Editing video of City Council meetings for the Oakland County Public access station. 2. 05/16/2023 - Motas, LLC - Not Investment Related - Hazel Park, MI - Outside/W-2 Employment - Part-Time Bookkeeping - Start Date 03/20/2023 - 60 Hours Per Month/ 0 Hours During Securities Trading 3. 03/03/2026 - DRD Financial Management, LLC - Other - Bookkeeping - Investment Related - Beverly Hills, MI - Start Date 03/06/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-03 |
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