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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
| MI | RA | APPROVED | 2010-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jackson | MI | 06/2010 | Present |
(1) 06/30/2010 - DBA ONLY - HONES WEALTH MANAGEMENT, INC - JACKSON, MI (2) 10/11/2012 - NOTARY PUBLIC - I AM A NOTARY PUBLIC IN MICHIGAN. I NOTARIZE DOCUMENTS AS A CONVENIENCE FOR LPL CLIENTS AND FRIENDS. I DO NOT CHARGE A FEE FOR ANY NOTARY SERVICES. - 1% OF TIME SPENT - JACKSON, MI (3) 12/12/2022 - No Business Name - Investment Related - Home Based - Tax Prep/Accounting/CPA - Personal Income Tax Return Preparation - Start Date - 01/02/2023 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-12 |
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