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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-01 |
Branch Locations
37799 Professional Center Drive Suite #108, Livonia, MI 48154 • 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 |
|---|---|---|---|---|
| Crown Capital Securities, L.P. | Orange | CA | 10/2000 | 05/2024 |
| Lpl Financial Llc | Livonia | MI | 05/2024 | Present |
(1) 05/01/2024 - Tax Preparation - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 10/1/1983 - 50 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-27 |
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