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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-05 |
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
23332 Orchard Lake Rd Suite A, Farmington Hills, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Performance Investment Group, Llc | Grand Blanc | MI | 04/2016 | 01/2020 |
| Rick Barnett Financial Group | Grand Blanc | MI | 12/2015 | 01/2020 |
| Pruco Securities, Llc | Auburn Hills | MI | 05/2020 | Present |
| The Prudential Insurance Company Of America | Auburn Hills | MI | 05/2020 | Present |
| Unemployed | Clarkston | MI | 01/2020 | 05/2020 |
| Pruco Securities, Llc | Auburn Hills | MI | 03/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Auburn Hills | MI | 03/2023 | Present |
| Lpl Enterprise, Llc | Auburn Hills | MI | 11/2024 | Present |
1. 10/18/2024-3BTECHNOLOGY LLC- Business entity for tax purposes- yes inv related- 08/01/2016- 0 hr/mo non trading- 0 hr/mo trading 3B TECHNOLOGY, LLC POSITION: Owner, President NATURE: Non-active company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2010 ADDRESS: 6110 Crestwood Ct, Clarkston MI 48348, United States DESCRIPTION: There is no activity from the business itself. I only use the business checking account to receive my pay and pay expenses for my business with Prudential. SUMMIT FINANCIAL PARTNERS POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/03/2023 ADDRESS: 2701 Cambridge Ct, Ste 401, Auburn Hills MI 48326, United States DESCRIPTION: Sales and Service of Insurance and Investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-04 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-05 |
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