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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| MI | RA | APPROVED | 2023-03-03 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bancorp | Troy | MI | 07/2010 | 03/2023 |
| Infinex Investments, Inc. | Troy | MI | 07/2016 | 03/2023 |
| Lpl Financial Llc | Troy | MI | 03/2023 | Present |
1. 4/4/2023 - Formula Financial Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/03/2023 - 40 Hours Per Month/40 Hours During Securities Trading 2. 04/16/2024 - Formula Financial Investments - Inv Related - At Reported Business Location(s) - Other - Website Domain - Started: 2/1/2024 - 1 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-05 |
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