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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Onalaska | WI | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 10/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2023 |
| Lpl Financial Llc | Saginaw | MI | 10/2023 | Present |
1) 9/13/2023 -BOEHLER AND STEDRY FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business)- inv. related- At reported business location(s) 2) 9/13/2023- DANIEL C. BOEHLER LLC - Business Entity For Tax/Investment Purposes Only- owner - Non. inv. Related- Saginaw, MI- start date 1/31/2011- 18hrs/mth 3) 9/13/2023- Daniel C Boehler - Non-Variable Insurance - Agent selling Life, health, LTC, disability- Inv. Related- Saginaw, MI- start date 3/25/1999- 5hrs/mth 4) 9/13/2023- Public Notary - Inv. Related - Saginaw, MI- start date 2/16/2001- 1hrs/mth 5) 9/13/2023- SKYE SCOUT,LLC - Business Entity For Tax/Investment Purposes Only - owner - Non-inv. Related- Saginaw, MI - start date 2/14/2022- 6hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-09 |
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