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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-05-15 |
| GA | RA | APPROVED | 2008-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gainesville | GA | 08/2008 | Present |
1.05/04/2011; Schlieman Wealth Management, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.03/05/2014; AJAG Properties, LLC; Real Estate Rental; Investment Related; ; Start Date ; hrs/mth; hrs during trading 3.06/05/2017; Schlieman Wealth Management, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/01/2014; 2hrs/mth; 2hrs during trading 4.08/28/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sullivan and Schlieman Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 5.12/31/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Schlieman Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date 09/01/2025; 40hrs/mth; 40hrs during trading 6.12/31/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Schlieman Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date 12/31/2025; 160hrs/mth; 0hrs during trading 7.12/31/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Schlieman Wealth; Investment Related; at Reported Business Location(s); Start Date 12/31/2025; 160hrs/mth; 0hrs during trading 8.08/10/2026; AJAGAT Wealth Management LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 4hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-18 |
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