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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-11 |
| MI | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
5746 Park Center Court, Toledo, OH 43615 • United States
Munith, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 11/2000 | 10/2017 |
| Cetera Advisors Llc | Denver | CO | 10/2017 | 03/2025 |
| Park Avenue Wealth Management, Llc | Livonia | MI | 11/2017 | 10/2023 |
| M1 Captial Management | Livonia | MI | 05/2021 | 10/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Toledo | OH | 03/2025 | Present |
1-02/2025 /Non-Variable Insurance Trails / Non-Variable Insurance / INVESTMENT RELATED / START 03/07/2025 2- 02/2025 / Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / AT LOCATION / START 3/06/2025 3- 02/2025 / Beacon Financial / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / AT LOCATION / START 10/12/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-14 |
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