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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank & Trust | Iron River | MI | 01/2019 | Present |
| Miners State Bank | Iron River | MI | 09/2012 | 01/2019 |
| Lpl Financial Llc | Iron River | MI | 02/2024 | Present |
1)02/18/2025 - First National Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/18/2025 - Notary - State of MI - Inv Rel - Start: 07/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
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