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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-17 |
Branch Locations
3444 E Lake Lansing Rd, East Lansing, MI 48823-1511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manage Money Concept | East Lansing | MI | 12/1995 | 04/2017 |
| Securities America, Inc. | Lansing | MI | 12/1995 | 04/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 04/2017 | 05/2023 |
| Spc | Ann Arbor | MI | 04/2017 | 05/2023 |
| Lpl Financial Llc | East Lansing | MI | 05/2023 | Present |
1. 06/26/2023 - Upstream Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/15/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-19 |
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