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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| MI | RA | APPROVED | 2022-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tarr Financial | Romeo | MI | 11/2020 | Present |
| Timothy P Bogert / Americagroup | Southfield | MI | 04/2013 | 10/2020 |
| Lpl Financial | Romeo | MI | 11/2020 | Present |
1) 07/27/2021 - Tarr Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-14 |
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