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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Iron Mountain | MI | 10/2020 | 09/2023 |
| Verso Corporation | Quinnesec | MI | 05/2019 | 10/2020 |
| Systems Control | Iron Mountain | MI | 06/2014 | 05/2019 |
| Lpl Financial Llc | Iron Mountain | MI | 09/2023 | Present |
1) 08/23/2023 - insight Wealth Solutions LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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