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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-14 |
Branch Locations
2000 Town Center Ste 1395, Southfield, MI 48075 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Executive Wealth Managmenet | Brighton | MI | 08/2006 | Present |
| Commonwealth Financial | Southfield | MI | 09/1993 | Present |
| Invest Financial Corp. | Tampa | FL | 04/2009 | Present |
| Lpl Financial Llc | Southfield | MI | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 1/1/2016 - 5 Hours Per Month/1 During Securities Trading. 2. 02/14/2018 - COMMONWEALTH FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1993.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-05 |
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