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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-19 |
| MI | RA | APPROVED | 2023-07-28 |
Branch Locations
2701 Cambridge Ct Ste 530, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 10/2013 | 05/2017 |
| West Marine | Algonac | MI | 03/2016 | 10/2016 |
| Edward Jones | Clay | MI | 06/2017 | 12/2017 |
| Lpl Financial Llc | Auburn Hills | MI | 12/2022 | Present |
| Unemployed | Clay | MI | 11/2022 | 12/2022 |
| Caliber Home Loans | Rochester Hills | MI | 04/2022 | 10/2022 |
| Pnc Bank | Troy | MI | 05/2018 | 04/2022 |
| Unemployed | Clay | MI | 01/2018 | 04/2018 |
1) 01/20/2023 - Herbert Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 01/27/2023 - Farm - Vacant land used for deer hunting - Sole owner - Harbor Beach, MI 48441 - Non investment related - Start date: 12/05/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
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