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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-01 |
Branch Locations
1648 Perry Road, Pontiac, MI 48340 • United States
6200 Saginaw St, Grand Blanc, MI 48439 • United States
7950 Cooley Lake Rd, Waterford, MI 48327 • United States
1648 Perry Rd, Pontiac, MI 48340 • United States
5720 Sashabaw Rd, Clarkston, MI 48346 • United States
6200 Saginaw St, Grand Blanc, MI 48371 • United States
5105 Highland Rd, Waterford Township, MI 48327 • United States
5720 Sashabaw Road, Village Of Clarkston, MI 48346 • United States
425 N. Lapeer Rd., Oxford, MI 48371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Grand Blanc | MI | 08/2006 | Present |
| Infinex Investments, Inc. | Waterford | MI | 07/2016 | 01/2024 |
| Lpl Financial Llc | Grand Blanc | MI | 02/2024 | Present |
1)1) 11/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
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