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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dearborn | MI | 01/2015 | 04/2017 |
| Jpmorgan Chase Bank, N.A. | Dearborn | MI | 01/2015 | 04/2017 |
| Raymond James & Associates, Inc | Dearborn | MI | 06/2018 | 03/2024 |
| Foresight Capital Mgmt Advisors, Inc | Saline | MI | 04/2017 | 02/2018 |
| Unemployed | Southgate | MI | 03/2018 | 05/2018 |
| J.P. Morgan Securities Llc | Detroit | MI | 03/2024 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Detroit | MI | 03/2024 | 07/2025 |
| Lpl Financial Llc | Dearborn | MI | 08/2025 | Present |
| Dfcu Financial Cu | Dearborn | MI | 08/2025 | Present |
1 - 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name DFCU FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - Start Date: 07/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-06 |
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