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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-01-18 |
Branch Locations
1333 Ann Arbor Rd W, Plymouth, MI 48170 • United States
2601 Plymouth Road, Ann Arbor, MI 48105 • United States
801 W. Ellsworth, Ann Arbor, MI 48108 • United States
125 S. Fifth Ave, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Ann Arbor | Ann Arbor | MI | 01/2013 | Present |
| Lpl Financial Llc | Ann Arbor | MI | 01/2013 | Present |
(1) 07/31/2014: BOAA FINANCIAL SERVICES - INV REL - 125 S. FIFTH AVE, ANN ARBOR, MI 48104 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 07/23/2014 - 1600 HR/MO 40 DURING TRDG HRS - FINANCIAL PLANNING AND INVESTMENT SERVICES. (2) 2/8/2019 - Michigan APF; AAPF Nationals - Not Investment Related - Home Based - Other-Powelifting Competition - Powerlifter - Started 06/03/2019 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-17 |
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