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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-22 |
Branch Locations
3641 N Clare Ave, Harrison, MI 48625 • United States
1291 W Cedar Ave, Gladwin, MI 48624 • United States
650 W 5Th St, Clare, MI 48617 • United States
600 W Wackerly, Midland, MI 48640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2015 | 04/2017 |
| Edward Jones | St Louis | MO | 04/2017 | 08/2022 |
| Lpl Financial Llc | Midland | MI | 08/2022 | Present |
| Credit Union Trust | Saginaw | MI | 08/2022 | 10/2024 |
| Members First Credit Union | Midland | MI | 08/2022 | Present |
1) 8/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Team One Investment Services - inv. related - at reported business location(s) 2) 05/17/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Members First Investment Services - Inv Related - At Reported Business Location(s) - Started: 5/7/2024 - 40 hrs/mo; 8 Hrs During Trading. 3) 07/12/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/27/2024 - 1 Hour Per Month/ During Trading 4) 02/24/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Tammy Kibbe LLC - Investment Related - At Reported Business Location(s) - Start Date 02/23/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-09 |
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