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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-08 |
Branch Locations
600 Carpenter Ave, Iron Mountain, MI 49801 • United States
110 E B St, Iron Mountain, MI 49801 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Iron Mountain | MI | 05/2022 | 09/2023 |
| Undergraduate Student At Michigan Technological University | Houghton | MI | 08/2019 | 05/2022 |
| Iron Mountain High School | Iron Mountain | MI | 08/2015 | 08/2019 |
| Lpl Financial Llc | Iron Mountain | MI | 09/2023 | Present |
1) 08/21/2023 - insight Wealth Solutions, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hours per month. 2) 08/21/2023 - Notary - MI - Investment related - 1 Hour per month - Start date: 11/16/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-06 |
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