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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-05 |
| MI | RA | APPROVED | 2021-09-02 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Troy | MI | 01/2019 | 08/2021 |
| Jackson National | East Lansing | MI | 10/2016 | 01/2019 |
| Us Army National Guard | Saginaw | MI | 04/2015 | 04/2021 |
| Lpl Financial | Troy | MI | 09/2021 | Present |
| Michigan State University | East Lansing | MI | 08/2014 | 12/2018 |
1) 9/2021 - DBA for LPL Business (entity for LPL business) - Wealth Planning Services, Inc - Investment Related - Troy, MI 48083 2) 11/17/2021 - Producers Choice - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/10/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-29 |
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