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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-26 |
| MI | RA | APPROVED | 2017-11-29 |
| PA | RA | APPROVED | 2017-11-29 |
Branch Locations
2542 S Rochester Rd, Rochester Hills, MI 48307 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| North American Pension Services Llc | Southfield | MI | 01/1970 | Present |
| General American | Southfield | MI | 01/1970 | 11/2017 |
| Lpl Financial Llc | Rochester Hills | MI | 11/2017 | Present |
| National Planning Corporation | Rochester Hills | MI | 08/2010 | 11/2017 |
1. 11/29/2017 - NORTH AMERICAN PENSION SERVICES, LLC - Investment Related - MI - Third Party Administrator (TPA) - SOLE PROPRIETOR - RETIREMENT PLANS & PENSION SERVICES. 2. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - sells a few a year to a couple older clients. 3. 11/29/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - REAL ESTATE AGENT - , just for himself, never solicited real estate business. 4. 11/29/2017 - LFB PROPERTIES LLC - Not Investment Related - 2542 SOUTH ROCHESTER ROAD ROCHESTER HILLS, MI 48307 - Real Estate Rental - Owner - Start Date 10/01/2006 - Owns the building his office is in.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-08 |
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