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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Auburn Hills | MI | 07/2022 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Auburn Hills | MI | 07/2022 | 07/2023 |
| Us Mattress | Birmingham | MI | 11/2020 | 06/2022 |
| North American Controls | Shelby Township | MI | 04/2019 | 06/2020 |
| Spark Talent Acquisition | Detroit | MI | 11/2018 | 01/2019 |
| The Finish Line | Troy | MI | 08/2017 | 11/2018 |
| Continental Forte Belanger | Troy | MI | 10/2016 | 10/2018 |
| Royal Park Management Company Llc | Rochester | MI | 01/2017 | 02/2017 |
| Unemployed | Sterling Heights | MI | 07/2016 | 09/2016 |
| Unemployed | Sterling Heights | MI | 02/2019 | 03/2019 |
| Unemployed | Sterling Heights | MI | 07/2020 | 10/2020 |
| Equitable Advisors Llc | New York | NY | 07/2023 | 11/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2023 | Present |
| Christian Financial Credit Union | Sterling Heights | MI | 11/2023 | Present |
| Lpl Financial Llc | Sterling Heights | MI | 05/2025 | Present |
1. 05/20/2025 - Chrisitian Financial Credit Union - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/14/2023 - 160 Hrs/Mth - 130Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
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