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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-07 |
| TX | RA | APPROVED_RES | 2007-09-27 |
| FL | RA | APPROVED | 1997-05-01 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
Birmingham, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Southfield | MI | 04/1997 | Present |
1. 3/10/2011 - America Group Retirement Strategy Centers - IVN REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 11/21/2013 - YUHN FINANCIAL ADVISORS LLC - FOR ACCOUNTING PURPOSES ONLY - YUHN FINANCIAL ADVISORS LLC IS MY OPERATING ENTITY. REVENUE FROM LPL FINANCIAL IS DEPOSITED AND EXPENSES ARE PAID OUT. - NO TIME SPENT - SOUTHFIELD, MI. 3. 3/26/2018 - DDR Wealth Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/22/2016 - 30 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-13 |
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