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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-17 |
Branch Locations
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Crystal Lake, IL • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
35100 Van Dyke Ave, Sterling Heights, MI 48312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2022 | 03/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2022 | 11/2023 |
| Truchoice Financial | Woodstock | GA | 04/2020 | 01/2021 |
| Truchoice Financial | St Louis Park | MN | 04/2019 | 04/2020 |
| Signet Jewelers Limited | Fort Gratiot | MI | 01/2016 | 04/2019 |
| Hollister | Fort Gratiot | MI | 01/2016 | 12/2018 |
| American Eagle | Fort Gratiot | MI | 01/2016 | 09/2016 |
| Port Huron Referees Association | Port Huron | MI | 01/2008 | 09/2016 |
| Unemployed | North Street | MI | 04/2020 | 05/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | 11/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2023 | 05/2025 |
| Christian Financial Credit Union | Sterling Heights | MI | 11/2023 | Present |
| Lpl Financial Llc | Sterling Heights | MI | 05/2025 | 08/2026 |
| Lincoln Investment | Fort Washington | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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