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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-05 |
Branch Locations
6581 Metro Pkwy Ste 103, Sterling Hgts, MI 48312 • United States
1460 Walton Blvd Ste 65, Rochester Hills, MI 48309-1729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Concrete Corporation | Sterling Heights | MI | 06/2016 | 08/2022 |
| University Of Michigan-Flint | Flint | MI | 08/2019 | 04/2023 |
| Romeo High School | Romeo | MI | 09/2015 | 05/2019 |
| Next Degree Financial, Llc | Sterling Heights | MI | 05/2023 | 08/2024 |
| Woodbury Financial Services Inc | Sterling Heights | MI | 08/2023 | 01/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 01/2024 | 08/2024 |
| Lpl Financial, Llc | Rochester Hills | MI | 09/2024 | Present |
1) 09/05/2024 - DDR WEALTH ADVISORS LLC - Non-Variable Insurance -Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 20 hours per month/ 32 hours during trading 2) 09/05/2024 - DDR Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 118 hours per month/ 98 hours during trading 3) 12/09/2024 - Michigan Pension Group - Third Party Administrator (TPA) - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 16 hours per month/ during trading 4) 07/09/2025 - Metropolitan Materials - Outside/W-2 Employment - Not Investment Related - Sterling Heights, MI - Start Date 06/11/2025 - 4 hours per month/ 2 hours during trading 5) 03/26/2026 - Metropolitan Concrete Corporation - Outside/W-2 Employment - Not Investment Related - Sterling Heights, MI - Start Date 06/11/2025 - 8 hours per month/ 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-30 |
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