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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-21 |
Branch Locations
3520 W Big Beaver Rd Ste 302, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2014 | 12/2016 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 07/2015 | 12/2016 |
| Securities America, Inc. | Berkley | MI | 01/2017 | 12/2021 |
| Securities America Advisors Inc. | Troy | MI | 11/2019 | 12/2021 |
| Lpl Finanical, Llc | Troy | MI | 12/2021 | Present |
1) 12/2021 - DBA for LPL Business (entity for LPL business) - Mission Point Planning and Retirement - Investment Related - At Reported Business Location(s) - Start Date 12/2013 2) 12/2021- Real Estate Rental - Investment Related - Royal Oak, MI - Start Date 7/2018 - 2 hours per month 3) 12/2021 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/2013 - 10 hours per month 4) 06/10/2026 - Sharma CC Processing - Other - Not Investment Related - Birmingham, MI - Start Date 06/01/2026 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-27 |
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