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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-02 |
| MI | RA | APPROVED | 2024-02-01 |
Branch Locations
700 Us Hwy 41, W. Ishpeming, MI 49849 • United States
516 N Lincoln Rd, Escanaba, MI 49829 • United States
1303 College Ave, Houghton, MI 49931 • United States
1805 S Stephenson Ave, Iron Mountain, MI 49801 • United States
101 W. Washington St, Marquette, MI 49855 • United States
6000 Us Highway 41 S., Marquette, MI 49855 • United States
13937 Silver Hill Rd., Mountian, WI 54149 • United States
900 E Cloverland Dr., Ironwood, MI 49938 • United States
1300 North 3Rd St., Marquette, MI 49855 • United States
225 E. Central Ave., Oconto Falls, WI 54154 • United States
3220 U.S. 41 West, Marquette, MI 49855 • United States
100 E. 1St Street, Gillett, WI 54124 • United States
234 W. Genesee St., Iron River, MI 49935 • United States
115 N Pine Street, Gwinn, MI 49841 • United States
S938 Us Highway 41, Stephenson, MI 49887 • United States
1329 8Th Ave, Menominee, MI 49858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Marinette | WI | 02/2006 | 12/2018 |
| Wells Fargo Advisors Llc | Marinette | WI | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Marinette | WI | 11/2016 | 12/2018 |
| Infinex Investments, Inc. | Meriden | CT | 12/2018 | 07/2023 |
| Flagstar Bank | Menominee | MI | 12/2018 | 07/2023 |
| Wells Fargo Clearing Services | Green Bay | WI | 07/2023 | 09/2023 |
| Flagstar Bank | Stephenson | MI | 09/2023 | Present |
| Infinex Investments, Inc. | Meriden | CT | 10/2023 | 01/2024 |
| Lpl Financial Llc | Menominee | MI | 02/2024 | Present |
1) 12/2023 - Flagstar Bank / Notary / Inv. Related / Stephenson, MI / Start date 05/25/2023 - 2 Hrs per month - 1 % Time Spent 2) 12/2023 - Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 12/2023 - Flagstar Bank / Branch Manager / Financial Institution Duty / Inv. Related / Stephenson, MI / Start date 09/18/2023 - 40 Hrs per month - 99 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-12 |
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