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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-16 |
| MI | RA | APPROVED | 2010-06-25 |
Branch Locations
10002 Highland Rd, Hartland, MI 48353 • United States
3020 E. Grand River Loc Federal Credit Union, Howell, MI 48843 • United States
22981 Farmington Rd., Farmington, MI 48336 • United States
6246 Chase Rd, Dearborn, MI 48126 • United States
1025 E Grand River Ave, Brighton, MI 48116 • United States
1050 N Telegraph Rd, Dearborn, MI 48128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Farmington | MI | 05/2000 | Present |
(1) 08/21/2006 - DBA ONLY - LOC FINANCIAL SERVICES - FARMINGTON, MI (2) 10/23/2009 - E. F. GOTAAS FINANCIAL, L.L.C. - NON-VARIABLE INSURANCE - THIS OBA IS FOR SALES IN FIXED ANNUITIES, LIFE, LONG-TERM CARE, DISABILITY AND HEALTH INSURANCE THAT IS NOT DONE THROUGH LPL FINANCIAL OR ITS AFFILIATES. - 5% OF TIME SPENT - FARMINGTON, MI (3) 08/22/2013 - EF GOTAAS FINANCIAL - LEGAL ENTITY FOR TAX/ACCOUNTING PURPOSES ONLY - EF GOTAAS FINANCIAL LLC WAS SET UP FOR LIABILITY PURPOSES AND TO APPLY BUSINESS INCOME AND EXPENSES TO. I AM THE SOLE PROPRIETOR AND THERE ARE NO OTHER EMPLOYEES. EF GOTAAS FINANCIAL IS THE BUSINESS NAME I USE ON MY SCHEDULE C TAX RETURN. - 5% OF TIME SPENT - FARMINGTON, MI 4. 7/10/2018 - Otsego Legacy, LLC - Investment Related - Gaylord, MI - Real Estate Rental - Start Date:08/01/2017 - 0 Hours Per Month/0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-22 |
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