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CRD 7721970
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
| MI | RA | APPROVED | 2026-05-13 |
Branch Locations
3500 Greenfield Road, Dearborn, MI 48120 • United States
26545 Ford Rd, Dearborn, MI 48127 • United States
23636 West Rd, Brownstown Twp, MI 48183 • United States
2203 N. Telegraph Rd, Monroe, MI 48162 • United States
15783 Eureka Road, Southgate, MI 48195 • United States
31049 Dequindre Road, Madison Heights, MI 48071 • United States
21427 W Grand River Ave Ste 140, Detroit, MI 48219 • United States
22322 Gratiot Ave, Eastpointe, MI 48021 • United States
26051 Crocker Blvd, Harrison Twp, MI 48045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nino Salvaggio | Macomb | MI | 10/2015 | 10/2016 |
| C.J. Barrymore's | Macomb | MI | 10/2016 | 10/2017 |
| Flagstar Bank | Sterling Heights | MI | 10/2017 | Present |
| Infinex Investments, Inc | Meriden | CT | 04/2023 | 01/2024 |
| Lpl Financial Llc | Sterling Heights | MI | 02/2024 | Present |
1) 12/06/2023 - Flagstar Bank - Financial Institution Duty - Relationship Banker - Ml 48314 - Investment related - 60 Hours per month - Start date: 01/01/2024 . 2) 12/06/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-07 |
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