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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gainesville | GA | 05/2019 | Present |
| Sullivan & Schlieman Wealth Management, Llc | Gainesville | GA | 05/2019 | Present |
| Allen Street Properties - Family Business | Dawsonville | GA | 01/2019 | 05/2019 |
| Clear Rate Communications | Troy | MI | 07/2015 | 11/2018 |
| Unemployed | Dawsonville | GA | 12/2018 | 01/2019 |
1)10/17/2019 - Sullivan and Schlieman Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2019 2)10/17/2019 - Sullivan & Schlieman Wealth Management, LLC - Notary - state of Georgia - inv rel - start: 06/2019 3) 12/31/2025 - Schlieman Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/30/2025 - 160 hours per month/ 120 hours during trading 4) 12/31/2025 - Schlieman Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/30/2025 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
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