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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-03-13 |
Branch Locations
3025 Boardwalk Suite 165, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ann Arbor | MI | 03/2015 | Present |
| Talmer Bank And Trust | Ann Arbor | MI | 03/2015 | 01/2017 |
(1) 09/28/2016: Boardwalk Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 3025 Boardwalk, Suite 165 Ann Arbor, MI 48108 - Start 09/09/2016 - 100% Time Spent (2) 10/07/2016: America Group Retirement Strategy Centers - DBA for LPL Business (entity for LPL business) - Investment Related - 3025 Boardwalk, Suite 165, Ann Arbor, MI 48108 - Start 09/29/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - Financial investment and planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-29 |
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