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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-20 |
Branch Locations
101 W Big Beaver Road Suite 705, Troy, MI 48084 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Troy | MI | 09/2014 | 10/2018 |
| Mass Mutual Life Insurance Company | Southfield | MI | 07/2020 | 06/2025 |
| Mml Investors Services, Llc | Southfield | MI | 08/2020 | 10/2022 |
| State Farm Insurance | Detroit | MI | 11/2018 | 06/2020 |
| Lpl Enterprise | Southfield | MI | 06/2025 | Present |
1. 06/12/2025 - Detroit Recovery Project Inc. - Non-Profit Board Member - NOT INV REL - Detroit, MI - Start Date 03/27/2024 - 2 HRS/MO | 0 HRS/MO DURING TRADING 2. 06/12/2025 - Operation HOPE - Speaker/ Seminar/ Workshops - INV REL - Clinton Township, MI - Start Date 09/19/2022 - 20 HRS/MO | 0 HRS/MO DURING TRADING 3. 06/12/2025 - MTC Consultants, LLC - Business Owner - NOT INV REL - Clinton Township, MI - Start Date 04/20/2020 - 5 HRS/MO | 0 HRS/MO DURING TRADING 4. 06/12/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Clinton Township, MI - INV REL - Start Date 05/30/2025 - 160hrs/mth 5. 06/12/2025 - MICHAEL THOMPSON N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Clinton Township, MI - INV REL - Start Date 05/30/2025 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-11 |
| S66 | Uniform Combined State Law Examination | 2017-04-29 |
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