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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-10 |
Branch Locations
28607 S Wixom Rd, Wixom, MI 48393 • United States
7400 Orchard Lake Rd W, West Bloomfield, MI 48322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | Livonia | MI | 03/2022 | 09/2023 |
| W&S Brokerage Services | Cincinnati | OH | 03/2022 | 09/2023 |
| Unemployed | Canton | MI | 12/2021 | 03/2022 |
| Allard Keller Construction | Oakland Charter Township | MI | 07/2019 | 12/2021 |
| Full Time Education | Detroit | MI | 05/2017 | 07/2019 |
| Great Plains Burger Company | Ann Arbor | MI | 08/2015 | 05/2017 |
| Lpl Financial | Plymouth | MI | 04/2024 | Present |
| Community Fin. Members Fcu | Plymouth | MI | 02/2024 | Present |
| Unemployed | Canton | MI | 09/2023 | 02/2024 |
1- 03/2024 / COMMUNITY FIN.MEMBERS FCU / Financial Institution Duty / INVESTEMENT RELATED / 160 HRS MNTH / 40 HRS DURING TRADING / START DATE 2/26/24 2- 03/2024 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name CommunityFinancial Investment & Insurance Services / INVESTMENT RELATED / At Reported Business Location(s) 3- 03/27/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name orsa wealth management / INVESTMENT RELATED / At Reported Business Location(s) / Start Date 03/20/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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