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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
| MI | RA | APPROVED | 2024-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mt. Chalet | Royal Oak | MI | 05/2013 | 05/2017 |
| Lpl Financial Llc | Sterling Heights | MI | 05/2016 | Present |
1)11/12/2021 - AQuest Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
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