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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-21 |
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | Grosse Pointe | MI | 11/2003 | Present |
(1) INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES; GROUP AND INDIVIDUAL HEALTH, DENTAL, DISABILITY, FIXED LIFE; AND INDIVIDUAL LONG TERM CARE INSURANCE / GROSSE POINTE, MI / APPROVED NOVEMBER 8, 2004 (2) 07/23/2010-DBA ONLY,AMERICA GROUP RETIREMENT STRATEGY CENTERS. (3) 02/28/2011 - OTHER-MEDICARE SUPPLEMENT, ADDING MEDICARE SUPPLEMENT TO EXISTING 2ND ITEM ON OBA REPORT (SELLING FIXED ANNUITIES, GROUP & IND. HEALTH, LIFE, DENTAL, DI, IND LTC/ IND FIXED LIFE INS, IND DI WITH VARIOUS COMPANIES, 5%. (4) 06/07/2011 - DBA - GREAT LAKES WEALTH PLANNING/MI (5) 9/24/2018 - Ventimiglia LLC - Not Investment Related - Home based location - Business Entity For Tax/Investment Purposes Only - Start Date:09/06/2018 - 1 Hours Per Month/0 Hours During Trading - Ventimiglia LLC-Business Entity For Tax/Investment Purposes Only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-01 |
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