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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-18 |
Branch Locations
424 S Mansfield St, Ypsilanti, MI 48197 • United States
36525 Plymouth Rd, Livonia, MI 48150 • United States
9500 Dix Ave, Dearborn, MI 48120 • United States
1747 S Newburgh Rd, Westland, MI 48186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ypsilanti | MI | 06/2023 | Present |
| True Community Credit Union | Ypsilanti | MI | 06/2023 | Present |
| Michigan First Credit Union | Ypsilanti | MI | 04/2021 | 06/2023 |
| Bank Of America | Ypsilanti | MI | 05/2015 | 04/2021 |
1) 06/09/2023 - Michigan First Credit Union - Investment Related - Lathrup village Mi - Financial Institution Duty - Branch Manager - Start date 04/05/2021 - 200 Hours Per Month/ 9.5 Hours During Securities Trading - Time Spent 100% 2) 06/09/2023 - NOTARY - Investment related - LATHRUP VILLAGE MI - Other- NOTARY - Start date: 10/11/2018 - 0 Hours Per Month/ 0 Hours During Securities Trading <1% time spent 3) 06/09/2023 - True Community Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 0 Hours Per Month/ 0 Hours During Securities Trading 4)06/10/2025 - TRUE COMMUNITY WEALTH MANAGEMENT - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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