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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-26 |
Branch Locations
8031 Ortonville Rd Ste 120, Clarkston, MI 48348 • United States
Macomb, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbcm Financial Services, Llc | Troy | MI | 06/1997 | 06/2017 |
| Brent Wichlacz, Independent Insurance Agent | Rochester | MI | 08/2002 | 10/2020 |
| Royal Alliance Associates, Inc. | Clarkston | MI | 08/2005 | 10/2020 |
| Lpl Financial Llc | Rochester | MI | 10/2020 | Present |
1.05/17/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Encompass Financial Partners / Encompass Financial Services; Investment Related; at Reported Business Location(s); Start Date 04/20/2021; 1hrs/mth; 1hrs during trading 2.05/27/2026; Self; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/02/2020; 10hrs/mth; 5hrs during trading 3.05/27/2026; CCBW Capital, inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/02/2020; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-27 |
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