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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-06 |
Branch Locations
501 Gratiot Boulevard Suite 2, Marysville, MI 48040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Marysville | MI | 10/2021 | 02/2025 |
| J.P Morgan Securities Llc | Marysville | MI | 10/2021 | 02/2025 |
| Best Buy | Fort Gratiot | MI | 02/2014 | 10/2021 |
| Lpl Financial | Romeo | MI | 02/2025 | Present |
1- 01/2025 / Notary / Notary / Investment Related / Start date: 09/30/2022 2- 02/2025 / Tarr Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-27 |
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