Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 6107171
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-24 |
Branch Locations
44691 Mound Road, Sterling Heights, MI 48314 • United States
31049 Dequindre Road, Madison Heights, MI 48071 • United States
28653 Woodward Ave, Berkley, MI 48072 • United States
17430 W. 13 Mile Rd, Beverly Hills, MI 48025 • United States
22322 Gratiot Ave, Eastpointe, MI 48021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 01/2018 | 03/2018 |
| Rebecca Davis | W Bloomfield | MI | 03/2016 | 01/2018 |
| Bank Of America Corporation/Merrill Lynch | Auburn Hills | MI | 01/2018 | 03/2018 |
| Jpmorgan Chase Bank, N.A. | Huntington Woods | MI | 06/2018 | 05/2019 |
| J.P. Morgan Securities, Llc | Huntington Woods | MI | 06/2018 | 05/2019 |
| The Huntington Investment Company | Columbus | OH | 07/2019 | 10/2019 |
| The Huntington National Bank | Waterford | MI | 07/2019 | 10/2019 |
| Flagstar Bank | Canton | MI | 11/2019 | 04/2021 |
| Infinex Investments | Meriden | CT | 12/2019 | 04/2021 |
| Fidelity Investments | Birmingham | MI | 05/2021 | 08/2022 |
| Fidelity Investments | Bloomfield Hills | MI | 08/2022 | 09/2023 |
| Fidelity Investments | Farmington Hills | MI | 09/2023 | 10/2024 |
| Unemployed | Bloomfield Hills | MI | 11/2024 | 03/2026 |
| First Merchants Bank | Bloomfield Hills | MI | 03/2026 | 07/2026 |
| Cetera Investment Advisers Llc | Bloomfield Hills | MI | 03/2026 | 07/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2026 | 07/2026 |
| Flagstar Bank | Sterling Heights | MI | 08/2026 | Present |
| Lpl Financial | Sterling Heights | MI | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services - Inv Rel - At Reported Business Location (s) - Start Date: 8/2026 2. 8/2026 - Notary Public - Notary - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Bloomfield Hills MI 48301 - OBA Start date: 02/05/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-26 |
Reach out to this advisor