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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-07-06
  • MI RA
    APPROVED
    Since 2022-07-06

Branch Locations

35746 Harper Ave, Clinton Twp, MI 48035 • United States

Lansing, MI • United States

915 N. Michigan Ave., Ste 102, Howell, MI 48843 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wharton Center For Performing Arts East Lansing MI 01/2019 Present
Michigan Association Of Broadcasters Lansing MI 11/2016 12/2018
Lansing Symphony Orchestra Lansing MI 03/2015 11/2016
Lpl Financial Clinton Township MI 04/2022 Present
  • 01/2019 → Present
    Wharton Center For Performing Arts
    East Lansing, MI
  • 11/2016 → 12/2018
    Michigan Association Of Broadcasters
    Lansing, MI
  • 03/2015 → 11/2016
    Lansing Symphony Orchestra
    Lansing, MI
  • 04/2022 → Present
    Lpl Financial
    Clinton Township, MI
Other Businesses

1- 04/2022 / DBA for LPL Business (entity for LPL business) / CENTER FOR WEALTH PLANNING INC / Investment Related / CLINTON TWP, MI 2- 07/19/2022 - Great Lakes Wealth Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/08/2022 - 20 Hours Per Month/20 Hours During Securities Trading. 3- 11/16/2022 - America Group Retirement Strategy Centers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/09/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 4- 04/03/2024 - Stefanski Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/18/2024 - 10 Hours Per Month/ 10 Hours During Trading 5- 04/03/2024 - Stefanski Holmes Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/18/2024 - 10 Hours Per Month/ 10 Hours During Trading 6) 02/27/2025 - Finish Line Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/27/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-21
  • S66 Uniform Combined State Law Examination
    2022-05-21

View on SEC IAPD

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