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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-05
MI RA APPROVED 2024-11-14
  • PA RA
    APPROVED
    Since 2025-11-05
  • MI RA
    APPROVED
    Since 2024-11-14

Branch Locations

23332 Orchard Lake Rd Suite A, Farmington Hills, MI 48336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 01/2020
    Grand Blanc, MI
  • 12/2015 → 01/2020
    Rick Barnett Financial Group
    Grand Blanc, MI
  • 05/2020 → Present
    Auburn Hills, MI
  • 05/2020 → Present
    The Prudential Insurance Company Of America
    Auburn Hills, MI
  • 01/2020 → 05/2020
    Unemployed
    Clarkston, MI
  • 03/2023 → 11/2024
    Auburn Hills, MI
  • 03/2023 → Present
    The Prudential Insurance Company Of America
    Auburn Hills, MI
  • 11/2024 → Present
    Auburn Hills, MI
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-01-04
S65 Uniform Investment Adviser Law Examination 2016-04-05
  • S63 Uniform Securities Agent State Law Examination
    2020-01-04
  • S65 Uniform Investment Adviser Law Examination
    2016-04-05
Other Names
  • Robert Lamm
  • Robert Lamm
  • Robert Lee Lamm
  • Robert Lamm

View on SEC IAPD

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