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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-05 |
| MI | RA | APPROVED | 2022-04-05 |
Branch Locations
2701 Cambridge Ct Ste 530, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Auburn Hills | MI | 04/2021 | Present |
| Zhang Financial | Portage | MI | 08/2019 | 04/2021 |
| Plante Moran | Southfield | MI | 06/2019 | 08/2019 |
| Zhang Financial | Portage | MI | 08/2018 | 06/2019 |
| Plante Moran | Portage | MI | 06/2018 | 08/2018 |
| Zhang Financial | Portage | MI | 10/2017 | 06/2018 |
| Western Michigan University | Kalamazoo | MI | 08/2016 | 05/2020 |
| Ascent Aerospace | Macomb | MI | 06/2017 | 08/2017 |
| Herbert Financial Group | Auburn Hills | MI | 06/2017 | 08/2017 |
| Emagine Entertainment | Macomb | MI | 12/2014 | 12/2016 |
1) 06/03/2022 - HFG - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) Start Date - 04/05/2021 - 160 Hours Per Month/ 160 Hours During Securities Trading. 2) 06/03/2022 - Herbert Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) Start Date - 04/05/2021 - 160 Hours Per Month/ 160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
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