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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-26 |
| TX | RA | APPROVED_RES | 2020-10-26 |
Branch Locations
8031 Ortonville Rd Ste 120, Clarkston, MI 48348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbcm Financial Services | Clarkston | MI | 05/1999 | 10/2020 |
| Royal Alliance Associates | Clarkston | MI | 08/2005 | 10/2020 |
| Lpl Financial Llc | Clarkston | MI | 10/2020 | Present |
1) 10/26/2020- Encompass Financial Partners LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Clarkston, MI -start date 3/11/1985 - 100% 2) 10/26/2020- Non-Variable Insurance- Agent selling fixed life insurance, long term care, fixed annuities, health insurance- Inv. Related- Clarkston, MI- start date 5/1/1997 3) 10/26/2020- Professional Affiliation Program LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Clarkston, MI- start date 6/1/2003-100% 4) 10/26/2020- CCBW Capital - Business Entity For Tax/Investment Purposes Only- Inv. Related- Clarkston, MI - 2hrs/mth 5) 10/26/2020- Theatre Actor- Non-Inv. Related - Clarkston MI- start date 3/5/2019- 20hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-02 |
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