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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-03-10 |
Branch Locations
9430 Meuer South Dr, Birch Run, MI 48415 • United States
47 N Main St, Elkton, MI 48731 • United States
8970 Sand Beach Dr, Harbor Beach, MI 48441 • United States
8 S Huron Rd, Linwood, MI 48634 • United States
203 S Washington Ave, Saginaw, MI 48607 • United States
561 Beck St, Sebewaing, MI 48759 • United States
1060 West Caro Rd, Caro, MI 48723 • United States
410 N State Rd, Otisville, MI 48463 • United States
15 N Caseville Rd, Pigeon, MI 48755 • United States
8131 Main St, Birch Run, MI 48415 • United States
113 W Huron Ave, Vassar, MI 48768 • United States
3017 Center Ave, Essexville, MI 48732 • United States
6541 Plaza Dr, Marlette, MI 48453 • United States
315 E Main St, Mayville, MI 48744 • United States
602 S State, Vassar, MI 48768 • United States
800 North Euclid Ave, Bay City, MI 48706 • United States
947 Aiken St, Owosso, MI 48867 • United States
9321 Sanilac, Richville, MI 48758 • United States
8400 Gratiot Rd, Saginaw, MI 48609 • United States
2796 Erna Dr, Saginaw, MI 48603 • United States
111 S Main St, Freeland, MI 48623 • United States
401 S Saginaw Rd, Midland, MI 48640 • United States
8234 State Rd, Millington, MI 48746 • United States
12638 E Washingon, Reese, MI 48757 • United States
3360 Tittabawassee Rd., Saginaw, MI 48604 • United States
3691 M-55, West Branch, MI 48661 • United States
100 W Broad St, Chesaning, MI 48616 • United States
580 N Main St, Frankenmuth, MI 48734 • United States
7531 Gratiot Rd, Saginaw, MI 48609 • United States
6358 Main St, Cass City, MI 48726 • United States
710 N Van Dyke Rd, Bad Axe, MI 48413 • United States
5540 Dixie Hwy, Saginaw, MI 48601 • United States
Saginaw, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Saginaw | MI | 10/1994 | 01/2020 |
| The Huntington Investment Company | Columbus | OH | 12/2017 | 01/2020 |
| Frankenmuth Credit Union | Saginaw | MI | 02/2020 | Present |
| Lpl Financial Llc | Saginaw | MI | 02/2020 | Present |
1) 01/30/2020 - Member Investment Center Located at Frankenmuth CU - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2020 2) 12/4/2020 - Volunteer Income Tax Assistance (VITA) Program - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 02/01/2021 - 24 Hours Per Month/0 Hours During Securities Trading - Volunteer tax preparer for low to moderate individuals in the local area. 3) 03/20/2024 - Frankenmuth Credit Union - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started: 2/14/2024 - 2 Hrs/Mo During Trading. 4) 02/24/2025 - Credit Union Trust - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start Date 02/24/2025 - 1 hour per month/ during trading 5) 01/09/2026 - Women in Leadership - Great Lakes Bay Region - Non-Profit Board Member - Vice President - Not Investment Related - Midland, MI - Start Date 01/01/2023 - 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-21 |
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