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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-12-10 |
| TX | RA | APPROVED_RES | 2009-09-08 |
Branch Locations
30600 Northwestern Hwy Ste 310, Farmington, MI 48334 • United States
414 East Street, Rochester, MI 48307 • United States
3250 W Big Beaver Rd # 103, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Troy | MI | 09/2009 | Present |
1. 6/29/2018 - BDL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/16/2018 - 500 Hours Per Month/500 Hours During Securities Trading. 2) 05/01/2025 - AQuest Wealth Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 120 Hrs/Mth - 120 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-22 |
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