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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2022 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | 03/2023 |
| Michigan State University | East Lansing | MI | 08/2016 | 05/2022 |
| Shipt Inc. | Birmingham | AL | 12/2019 | 01/2022 |
| White Glove | Birmingham | MI | 06/2019 | 08/2019 |
| White Glove | Birmingham | MI | 06/2018 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | 01/2024 |
| Lpl Financial Llc | Bloomfield Hills | MI | 01/2024 | Present |
1) 12/2023 - INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 90% time spent 2) 12/2023 - WHITE GLOVE WORKSHOPS - Seminar- Inv. Related - BLOOMFIELD HILLS, Ml - Presenter - Start Date 9/1/2022 - 12hrs/month - 9% time spent 3) 12/2023 - Non-Variable Insurance sold through INVESTWISE FINANCIAL LLC - Non-Variable Insurance - Inv. Related - BLOOMFIELD HILLS, Ml - Agent Selling Insurance- Start Date 4/03/2023 - 3hrs/month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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