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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-06-04 |
Branch Locations
1360 W Main St, Gaylord, MI 49735 • United States
12483 State Street, Atlanta, MI 49709 • United States
4970 Saling Ave, Lewsiton, MI 49756 • United States
27477 M-32, Hillman, MI 49746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gaylord | MI | 09/2013 | Present |
(1) 12/04/2013: Community Financial Investment & Insurance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (2) 03/20/2026-Orsa wealth management-Manager of Wealth Management-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/19/2026-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-27 |
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