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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-03 |
| MI | RA | APPROVED | 2020-12-16 |
Branch Locations
525 S. State Ave, Alpena, MI 49707 • United States
11610 Us 23 S, Ossineke, MI 49766 • United States
111 S Church Street, Lincoln, MI 48742 • United States
103 South State St, Aoscoda, MI 48750 • United States
118 W M-55, Tawas City, MI 48764 • United States
1100 S Bagley St, Alpena, MI 49707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Straley Lamp & Kraenzlein | Alpena | MI | 12/2012 | 12/2020 |
| 1St Global Capital Corp. | Alpena | MI | 04/2017 | 10/2019 |
| 1St Global Advisors, Inc. | Alpena | MI | 04/2017 | 10/2019 |
| Avantax Advisory Services | Alpena | MI | 10/2019 | 12/2020 |
| Avantax Investment Services, Inc. | Alpena | MI | 10/2019 | 12/2020 |
| Lpl Financial Llc | Alpena | MI | 12/2020 | Present |
1. 11/12/2021 - Trillium Private Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 2. 10/20/2022 - BOCO Holdings LLC - Investment Related - 525 S. State Avenue, Alpena, MI 49707 - Real Estate Rental - Start Date: 08/01/2022 - 5 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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