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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olive Garden | Rochester Hills | MI | 01/2021 | Present |
| Wing Snob | Rochester | MI | 06/2021 | 08/2021 |
| Brookwood Golf Club | Rochester | MI | 09/2018 | 06/2021 |
| Lpl Financial Llc | Rochester | MI | 04/2025 | Present |
| West Middle School | Rochester | MI | 08/2015 | 06/2018 |
| Rochester Adams High School | Rochester | MI | 09/2018 | 06/2022 |
1. 07/2025 - Olive Garden - Outside/W-2 Employment - Not Investment Related - 30 Hour(s)/Month - 0 Hour(s) During Trading - Rochester Hills, MI 48307 - OBA Start Date: 01/15/2021 2. 07/2025 - AQuest Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 08/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-17 |
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