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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1224 Military Rd, Houghton, MI 49931 • United States
1224 Military Rd, Houghton, MI 49931 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houghton | MI | 12/2015 | 09/2023 |
| Lpl Financial Llc | Houghton | MI | 09/2023 | Present |
1) 08/15/2023 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 01/01/2021 - FS Land LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - Start date: 1/1/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-11 |
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