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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn Heights | MI | 09/2022 | 07/2026 |
| Immigrations And Customs Enforcement | Detroit | MI | 01/2022 | 09/2022 |
| Department Of Veterans Affairs | Ann Arbor | MI | 09/2015 | 12/2021 |
| Purdue Global University | West Lafayette | IN | 01/2019 | 08/2022 |
| Orsa Credit Union | Livonia | MI | 08/2026 | Present |
| Lpl Financial | Livonia | MI | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Orsa Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-08 |
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