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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Bloomfield Hills | MI | 01/2023 | 02/2023 |
| Concourse Financial Group Securities Inc | Bloomfield Hills | MI | 01/2023 | 02/2025 |
| Pinnacle Inc | Troy | MI | 06/2019 | 01/2025 |
| Bellicon Usa | Chicago | IL | 01/2014 | 06/2019 |
| Comcast Sportsnet | Chicago | IL | 10/2014 | 01/2018 |
| (Dba) Nast Financial Solutions | Bloomfield Twp | MI | 09/2023 | 08/2026 |
| Cetera Wealth Services, Llc | Bloomfield Hills | MI | 02/2025 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | 08/2026 |
| Lpl Financial Llc | Grosse Pointe Farms | MI | 07/2026 | Present |
1. 07/2026 - Ward Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/3/2026 2. 07/2026 - William Ward - Non-Variable Insurance - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Grosse Pointe Farms, MI 48236 – OBA Start Date: 08/03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-18 |
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