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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
16225 Fort St, Southgate, MI 48195 • United States
35050 Ford Rd, Westland, MI 48185 • United States
17250 Newburgh Rd, Livonia, MI 48125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2010 | 05/2022 |
| Lpl Financial Llc | Livonia | MI | 05/2022 | Present |
1. 05/18/2022 - GLP & Associates - Investment Related - 37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331 - Trails Only - Start Date: 2010 - 0 Hours Per Month/0 Hours During Trading - Time Spent 0%. 2. 05/19/2022 - Zeal Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Trading. 3. 08/21/2022 - Jon Lybeck Photography - Not Investment Related - Home Based - Business Owner - hobbyist photographer - Start Date - 09/01/2022 - 8 Hours Per Month/0 Hours During Securities Trading. 4. 05/21/2024 - 7North Studios, LLC - Rep's Business - Partner - Not Investment Related - Home Based - Start Date 02/02/2024 - 12 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-05 |
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