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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
38800 Garfield Rd, Suite 110, Clinton Twp, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masen, Frantz & Associates | Clinton Township | MI | 10/2000 | 06/2022 |
| Sigma Financial Corporation | Ann Arbor | MI | 05/2006 | 08/2023 |
| Sigma Planning Corporation | Ann Arbor | MI | 10/2007 | 08/2023 |
| Lpl Financial Llc | Clinton Twp | MI | 08/2023 | Present |
1) 07/27/2023 - Masen Paich Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/27/2023 - MWS Agency, LLC - Business Entity For Tax/Investment Purposes Only - Pass-through for commissions - mi 48038 - Non investment related - 20 Hours per month - Start date: 7/22/2023. 3) 07/27/2023 - WMS LLC - Non-Variable Insurance - Selling: Term, Whole life, Fixed Annuity - WMS Agency LLC - mi 48038 - Investment related - 20 Hours per month - Start date: 10/1/1981.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-30 |
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