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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-22 |
| 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, Inc | Iron Mountain | MI | 10/2018 | 09/2023 |
| Fittante & Colenso Cpa Pc | Iron Mountain | MI | 02/2014 | 10/2018 |
| Pine Grove Country Club | Iron Mountain | MI | 05/2013 | 10/2018 |
| University Of Wisconsin Eau Claire | Eau Claire | WI | 01/2015 | 05/2019 |
| Ll Financial Llc | Iron Mountain | MI | 09/2023 | Present |
1) 09/06/2023 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 180 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-04 |
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