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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| GA | RA | APPROVED | 2021-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Princeton | NJ | 03/2014 | 03/2021 |
| Lpl Financial Llc | Gainesville | GA | 04/2021 | Present |
1) 4/2021- Sullivan and Schlieman Wealth Management, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Gainesville, GA -100% 2) 3/7/2023 - AMS Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/01/2023 - 1 Hours Per Month/1 Hours During Securities Trading 3) 12/31/2025 - Schlieman Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 2 hours during trading 4) 12/31/2025 - Schlieman Wealth Management, LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-28 |
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