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Phillip Michael Desantis

LPl Financial LLC

Livonia, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-08-16
MI RA APPROVED 2019-01-17
  • TX RA
    APPROVED_RES
    Since 2019-08-16
  • MI RA
    APPROVED
    Since 2019-01-17

Branch Locations

31395 Seven Mile Road Suite A, Livonia, MI 48152 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hantz Financial Services Southfield MI 05/2014 11/2018
Lpl Financial Llc Livonia MI 01/2019 Present
  • 05/2014 → 11/2018
    Hantz Financial Services
    Southfield, MI
  • 01/2019 → Present
    Livonia, MI
Previous Registrations
Other Businesses

1) 1/17/2019 - DBA for LPL Business (entity for LPL business) - DeSantis Wealth Management LLC - At Reported Business Location(s) - 100%. - Inv Rel - Start date: 1/1/2019 - 160hrs/mnth 6.5 hrs during Trading 2) 1/17/2019 - Real Estate Rental - Ocean Vacations LLC - 2500 N. Ocean Blvd., Unit 504 North Myrtle Beach, SC 29582 - 5% - Start date: 1/1/2017 - 1hrs/mnth 3) 4/15/2019 - America Group Retirement Strategy Centers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/11/2019 - 1 Hour Per Month During Securities Trading. 4) 10/07/2025 - DeSantis Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2025 - 160 Hour Per Month During Securities Trading. 5) 11/03/2025 - DeSantis CPAs PLLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2014 - 40 hours per month/ 2 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-24
  • S66 Uniform Combined State Law Examination
    2014-10-24
Designations

View on SEC IAPD

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