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STEVEN ROBERT MONROE
CRD#: 2547489
IA
Investment Adviser
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Broker
LPL FINANCIAL LLCCRD#: 6413 758 WEST FULTON
GRAND RAPIDS, MI 49504-6320
Registration History
1995200020052010201520202025IALPL FINANCIAL LLC (CRD# 6413)2006 - Present (18 years)BLPL FINANCIAL LLC (CRD# 6413)1999 - Present (25 years)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1998 - 1999 (<1 year)BFIFTH THIRD/THE OHIO COMPANY (CRD# 628)1997 - 1998 (1 year)BOLDE DISCOUNT CORPORATION (CRD# 5979)1994 - 1997 (2 years)
License(s)

State Registrations

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Alabama 3/26/2007

IA
Michigan 9/14/2010

B
California 3/11/2024

B
New York 2/15/2021

B
Colorado 7/26/2016

B
North Carolina 1/29/2018

B
Florida 8/4/2005

B
Ohio 8/5/2005

B
Illinois 8/10/2010

B
Tennessee 8/4/2005

B
Michigan 3/12/1999

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
758 WEST FULTON, GRAND RAPIDS, MI 49504-6320
Registered with this firm since 4/5/2006

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LPL FINANCIAL LLC (CRD#:6413)
758 WEST FULTON, GRAND RAPIDS, MI 49504-6320
Registered with this firm since 3/12/1999

Previous Registration(s)
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09/10/1998 - 02/18/1999 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
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05/23/1997 - 09/10/1998 FIFTH THIRD/THE OHIO COMPANY (CRD#:628) CINCINNATI, OH
B
11/28/1994 - 06/04/1997 OLDE DISCOUNT CORPORATION (CRD#:5979) DETROIT, MI
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.