Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-05
  • MI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2016 → 08/2022
    Metropolitan Concrete Corporation
    Sterling Heights, MI
  • 08/2019 → 04/2023
    University Of Michigan-Flint
    Flint, MI
  • 09/2015 → 05/2019
    Romeo High School
    Romeo, MI
  • 05/2023 → 08/2024
    Next Degree Financial, Llc
    Sterling Heights, MI
  • 08/2023 → 01/2024
    Woodbury Financial Services Inc
    Sterling Heights, MI
  • 01/2024 → 08/2024
    Sterling Heights, MI
  • 09/2024 → Present
    Rochester Hills, MI
Previous Registrations
  • 2024-01-19 → 2024-08-16
    Sterling Heights, MI
  • 2023-10-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Sterling Heights, MI
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-03
S65 Uniform Investment Adviser Law Examination 2023-09-30
  • S63 Uniform Securities Agent State Law Examination
    2023-11-03
  • S65 Uniform Investment Adviser Law Examination
    2023-09-30
Other Names
  • Antonio Joseph Bugli

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sterling Hgts, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor