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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 06/2016 | 02/2018 |
| Lpl Financial Llc | Brighton | MI | 02/2018 | 06/2024 |
| Pruco Securities Llc | Troy | MI | 06/2024 | 11/2024 |
| Lpl Enterprise, Llc | Troy | MI | 11/2024 | Present |
1) 02/14/2025-Family Roots Financial-DBA for LPL Business (entity for LPL business)-Financial Advisor-Inv Related-At reported business location(s)-Start Date-01/01/2025-0hrs/mth-0hrs/mth during trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-16 |
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