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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-30 |
| MI | RA | APPROVED | 2010-07-19 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
White Lake, 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 | 12/2003 | Present |
1. 7/13/2009 - DBA ONLY - AMERICA GROUP RETIREMENT STRATEGY CENTERS - SOUTHFIELD, MI. 2. 5/10/2010 - NON-VARIABLE INSURANCE - PLACEMENT OF VARIOUS NON VARIABLE LIFE AND FIXED ANNUITIES FOR CLIENTS THROUGH BROKERAGE AGENCIES AND INSURANCE COMPANIES. - TIME SPENT 5% - SOUTHFIELD, MI 3. 02/09/2022 - Hollander, Lone & Maxbauer, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/08/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 02/14/2022 - HOLLANDER & LONE, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-24 |
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