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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cg Financial | Williamston | MI | 02/2018 | 04/2020 |
| Wanigas Credit Union | Saginaw | MI | 01/2016 | 03/2017 |
| Student | Midland | MI | 03/2017 | 02/2018 |
| Mcnish Group | Royal Oak | MI | 06/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2021 | 03/2022 |
| Lpl Financial Llc | Grand Blanc | CA | 03/2022 | Present |
1) 3/2022- MMB Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Grand Blanc, MI 2) 3/2022- McNish Group- McNish Group -Agent selling Property & Casualty- inv. related- 26622 Woodward Ave Ste 200, Royal Oak, MI- start date 6/2020- 25hrs/mth 3) 12/28/2022 - Maxim Healthcare - Not Investment Related - Home Based - Outside/W-2 Employment - On-call coordinator - Start Date - 12/19/2022 - 10 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
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