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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-12 |
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
3323 West South Airport Road, Traverse City, MI 49684 • United States
101 N Park St, Traverse City, MI 49684 • United States
1234 Hastings Street, Traverse City, MI 49686 • United States
3745 N Us 31 S, Traverse City, MI 49684 • United States
3939 West Front Street, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpac Campus Communities | East Lansing | MI | 07/2015 | 09/2016 |
| Fifth Third Bank | Traverse City | MI | 10/2016 | 06/2023 |
| Fifth Third Securities | Traverse City | MI | 11/2021 | 06/2024 |
| Foguth Wealth Management, Llc | Brighton | MI | 08/2023 | 06/2024 |
| Unemployed | Traverse City | MI | 07/2024 | 10/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2024 | 05/2025 |
| Lpl Financial Llc | Traverse City | MI | 05/2025 | Present |
1- 05/15/2025 - 4Front Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-20 |
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