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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Monroe | MI | 08/1985 | 05/2024 |
| Lincoln Financial Securities Corporation | Monroe | MI | 07/2008 | 05/2024 |
| Lpl Financial Llc | Monroe | MI | 05/2024 | Present |
1) 05/01/2024 - Asset Planning Co. - Insurance Agency - Owner, Producer - Selling: Life, Annuities - MI 48161 - Investment related - 60 Hours per month - Start date: 01/01/1976.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-29 |
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