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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Monroe | MI | 05/2013 | 07/2025 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2013 | 07/2025 |
| Lpl Financial Llc. | Monroe | MI | 07/2025 | Present |
1. 06/2025 - Reviresco Financial Planning & Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 08 Hrs During Trading - At reported business location(s) - OBA Start date:07/31/2025 2. 06/2025 - Twelve Twenty LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - 0 Hrs/Mth - 0 Hrs During Trading - Monroe, Michigan 48161 - OBA Start date: 01/21/2016 3. 06/2025 - Reviresco Financial Planning & Wealth Management - Non-Variable Insurance - Investment related - 25 Hrs/Mth - 1 Hrs During Trading - Monroe, Michigan 48161 - OBA Start date: 07/29/2025 4. 06/2025 - Mark H. Johnson - Notary - Investment related - 0 Hrs/Mth - 0 Hrs During Trading - Monroe, Michigan 48161 - OBA Start date: 03/06/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-30 |
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