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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-25 |
| MI | RA | APPROVED | 2015-06-29 |
Branch Locations
414 East Street, Rochester, MI 48307 • United States
Macomb, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Sterling Heights | MI | 06/2015 | Present |
1) 6/22/15-AQUEST WEALTH STRATEGIES/DBA FOR LPL BUSINESS /100%/ STERLING HEIGHTS, MI 2) 2/3/2021 - Robert Dietrich Financial Advisor - DBA: Aquest Wealth Strategies - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 2/1/2021 - 5 Hours Per Month/0 Hours During Securities Trading - LPL (Aquest) salary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-25 |
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