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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaumont Health | Troy | MI | 01/2017 | Present |
| Beaumont Health | Troy | MI | 11/2014 | 01/2017 |
| Paradigm Equities, Inc. | East Lansing | MI | 05/2022 | 03/2025 |
| Mea Financial Services | East Lansing | MI | 05/2022 | 03/2025 |
| Fairway Investment Group, Llc | East Lansing | MI | 09/2023 | 03/2025 |
| Lpl Financial Llc | Rochester | MI | 03/2025 | Present |
1- 02/2025 / Aquest Wealth Strategies / DBA for LPL Business - previously approved / Inv Rltd / 160 hrs mnth / 40 hrs during trading / at loc/start 2/25/25 2- 02/2025 / Corewell Health (Beaumont Health) / Outside/W-2 Employment / Non Inv Rltd / 32 hrs mnth / 8 hrs during trading / start 01/01/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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