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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Wealth Solutions | Houghton | MI | 06/2015 | 07/2022 |
| Michigan Technological University | Houghton | MI | 08/2020 | 04/2025 |
| Insight Wealth Solutions | Houghton | MI | 11/2024 | Present |
| Lpl Financial Llc | Houghton | MI | 07/2025 | Present |
1. 07/2025 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hours/Month - 40 Hours During Trading - At Reported Business Location(s) - OBA Start Date: 07/29/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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