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CRD 6900957
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-11 |
Branch Locations
3915 Telegraph Rd, Bloomfield Hills, MI 48302 • United States
2050 W Big Beaver Rd, Troy, MI 48084 • United States
599 General Motors Rd, Milford, MI 48381 • United States
17430 W. 13 Mile Rd, Beverly Hills, MI 48025 • United States
28653 Woodward Ave, Berkley, MI 48072 • United States
16390 Silver Parkway, Fenton, MI 48430 • United States
4542 Orion Rd., Rochester, MI 48306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 01/2018 | 06/2018 |
| Bank Of America, N.A. | Troy | MI | 01/2018 | 06/2018 |
| Ferris State University | Big Rapids | MI | 08/2013 | 12/2016 |
| Aflac | Grand Rapids | MI | 01/2016 | 09/2016 |
| Pizza Hut | Grand Rapids | MI | 08/2016 | 01/2017 |
| Spendmend | Kentwood | MI | 06/2017 | 12/2017 |
| Jpmorgan Securities Llc | Clarkston | MI | 11/2018 | 07/2021 |
| Jpmorgan Chase Bank N.A. | Clarkston | MI | 11/2018 | 07/2021 |
| Unemployed | Clarkston | MI | 07/2018 | 10/2018 |
| Robert Half | Grand Rapids | MI | 02/2017 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 07/2021 | 03/2025 |
| Bank Of America, N.A. | Troy | MI | 08/2021 | 03/2025 |
| Flagstar Bank N.A | Rochester | MI | 03/2025 | Present |
| Lpl Financial Llc | Rochester | MI | 03/2025 | Present |
1 - 03/2025 - Flagstar Wealth Services - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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