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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-30 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 06/2022 |
| Wealth Preservation Center | Colorado Springs | CO | 01/2017 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 06/2022 | 06/2023 |
| Lpl Financial Llc | Kalamazoo | MI | 06/2023 | Present |
1- 06/2023 / Wealth Preservation Center, LLC / Seminars / INVESTMENT RELATED / 25 HRS MNTH/ START DATE 1/1/2003 2- 06/2023 / INCLUDED IN THE PLAN 4 FINANCIAL DESIGN SERVICES / NOTARY / INVESTMENT RELATED / START DATE 1/1/2000 3- 06/2023 / Plan 4 Financial Design. LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 120 HRS MNTH / 80 HRS TRADING / START DATE 1/1/1994 4- 06/2023 / Wealth Preservation Center. LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 25 HRS MNTH / START DATE 1/1/2003 5- 06/2023 / Included in Plan 4 Financial Design services offered / Non-Variable Insurance / INVESTMENT RELATED / 3 HRS MNTH/ 5 HRS TRADING / START DATE 1/1/1986 6-06/2023 / Starbuck Properties, LLC / Business Owner / NON INVESTMENT RELATED / 2 HRS MNTH / START DATE 1/1/2005
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-21 |
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