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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-03-31 |
| TX | RA | APPROVED | 2017-03-31 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • 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 | Troy | MI | 09/2009 | Present |
| Center For Wealth Planning Advisors, Inc. | Troy | MI | 01/2015 | 09/2017 |
1. 4/1/2010: DBA ONLY - WEALTH PLANNING SERVICES - TROY, MI. 2. 5/14/2010: NON-VARIABLE INSURANCE - INSOURCE INC. MARKETING GROUP THAT REPRESENTS TERM INSURANCE COMPANIES. ALSO RECIEVE TRAIL ON SOME EXISTING ANNUTIES THAT I SERVICE. - TIME SPENT 1% - TROY, MI. 3. 8/9/2011: DBA ONLY - CENTER FOR WEALTH PLANNING, INC. - TROY, MI. 4. 11/21/2013: NON-VARIABLE INSURANCE - PRODUCERS CHOICE - SELLING OF FIXED ANNUITIES AND CERTAIN TERM INSURANCE POLICIES. - TIME SPENT 1% - TROY, MI. 5. 12/31/2018 - Wealth Planning Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/25/2009 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-01 |
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