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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-21 |
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