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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-14 |
Branch Locations
2229 Packard St. Suite 3, Ann Arbor, MI 48104 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2229 Packard St. Suite 3, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 09/2022 | 08/2025 |
| Leads Generate Sales | Ada | MI | 04/2021 | 11/2022 |
| Grand Valley State University | Allendale | MI | 01/2002 | 04/2021 |
| Lpl Financial, Llc | Ann Arbor | MI | 08/2025 | Present |
1. 08/2025 - Pilot Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour/Month - 30 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/15/2025 2. 08/2025 - Ann Arbor Pioneer High School - Not Investment Related - 40 Hour/Month - 1.5 Hour During Trading - Ann Arbor, MI 48103 - OBA Start Date: 08/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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