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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
1516 Midland Rd, Saginaw, MI 48638 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turner Boehler & Associates | Saginaw | MI | 10/2017 | 09/2022 |
| Roberts Boehler & Fisher Cpas | Saginaw | MI | 09/2015 | 10/2017 |
| Saginaw Valley State University | Saginaw | MI | 09/2012 | 12/2016 |
| Voya Financial Advisors, Inc. | Saginaw | MI | 10/2017 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 10/2023 |
| Lakeland Recreation, Inc | Lakeland Recreation, Inc | MI | 10/2021 | 10/2023 |
| Boehler And Stedry Financial Advisors | Saginaw | MI | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2023 |
| Lpl Financial Llc | Saginaw | MI | 10/2023 | Present |
1- 09/2023 / Zachary J Stedry, LLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 160 HRS MNTH / START DATE 12/13/2017 2- 09/2023 / Boehler and Stedry Financial Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / START DATE 9/1/2022 3- 09/2023 / Zachary Stedry - Independence Insurance Agent / Non-Variable Insurance / INVESTMENT RELATED / 1 HRS MNTH / START DATE 12/13/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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