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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| MI | RA | APPROVED | 2020-07-28 |
Branch Locations
1425 Parnall Road, Jackson, MI 49201 • United States
31155 Northwestern Hwy, Farmington Hills, MI 48334 • United States
589 E. Ellis Road, Norton Shores, MI 49441 • United States
114 South Waverly, Holland, MI 49423 • United States
41660 Six Mile Rd, Nortville Township, MI 48168 • United States
412 W. Carleton Street, Hillsdale, MI 48242 • United States
1280 Biddle Ave., Wyandotte, MI 48192 • United States
30564 Lyon Center Dr. E, New Hudson, MI 48165 • United States
16345 East 9 Mile Rd., Eastpointe, MI 48021 • United States
121 W Western Ave, Muskegon, MI 49440 • United States
34930 Ann Arbor Tr, Livonia, MI 48150 • United States
2735 Estes St., Muskegon, MI 49441 • United States
4405 Page Ave., Michigan Center, MI 49254 • United States
180 S Milford Rd, Milford, MI 48381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Jackson | MI | 06/2014 | 06/2019 |
| Foresters Equity Services, Inc. | San Diego | CA | 07/2015 | 11/2018 |
| Lifemark Securities Corp. | Rochester | NY | 11/2018 | 06/2019 |
| Trp- The Robinson Plan Dba | Jackson | MI | 06/2015 | 06/2019 |
| Lpl Financial Llc | Jackson | MI | 06/2019 | Present |
| Community Choice Credit Union | Jackson | MI | 06/2019 | Present |
1)06/04/2019 - COMMUNITY CHOICE INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)12/19/2023 - No Business Name - Investment Related - Horton, MI - Non-Variable Insurance - Agent - Started: 1/2/2024 - 10 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-05 |
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