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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2024-01-09 |
Branch Locations
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Bloomfield Hills | MI | 09/2010 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| Lpl Financial Llc | Bloomfield Hills | MI | 01/2024 | Present |
1) 12/2023 - INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 12/2023 - Non-Variable Insurance sold through INVESTWISE FINANCIAL LLC - Non-Variable Insurance - Inv. Related - BLOOMFIELD HILLS, Ml - Agent Selling Insurance- Start Date 01/01/2011 - 2hrs/month - 5% time spent 3) 12/2023 - WHITE GLOVE WORKSHOPS - Seminar- Inv. Related - Birmingham, Ml - Speaker - Start Date 02/10/2018- 1hr/month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
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