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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| MI | RA | APPROVED | 2025-08-07 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linden High School | Linden | MI | 09/2012 | 06/2016 |
| The Freedom Center | Fenton | MI | 09/2016 | 09/2018 |
| Trillium Staffing Solutions | Brighton | MI | 10/2018 | 02/2019 |
| Lake Trust Credit Union | Brighton | MI | 02/2019 | 01/2021 |
| Lpl Financial Llc | Brighton | MI | 10/2019 | 01/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | 10/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | 10/2022 |
| Grove Point Investments, Llc | Rockville | MD | 07/2023 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 06/2024 | 05/2025 |
| Randy Wise Motor Cars | Grand Blanc | MI | 11/2022 | 07/2023 |
| Lpl Financial, Llc | Swartz Creek | MI | 05/2025 | 08/2025 |
| Wells Fargo Clearing Services, Llc ( | Birmingham | MI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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