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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED_RES | 2025-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2007 | 09/2017 |
| Unemployed | Birmingham | MI | 09/2017 | 01/2025 |
| Lpl Financial, Llc | Birmingham | MI | 01/2025 | Present |
1) 11/26/2024 - Lylac Divorce Solutions, LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Troy, MI 48083 / Start date 01/02/2025 - 80 Hrs per month - 50% Time Spent 2) 11/26/2024 - Lylac Wealth, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Birmingham, MI 48009 / Start date 01/02/2025 3) 11/26/2024 - Upstream Investment Partners / DBA for LPL Business (entity for LPL business) / Inv. Related / Troy, MI 48083 / Start date 01/02/2025 - 160 Hrs per month - 100% Time Spent 4) 02/10/2025- Lylac Divorce Solutions- Other - Divorce Financial Planning- Not INV Related- At Reported Business Location(s)- Start date 01/22/2025- 4 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-13 |
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