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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Superior National Bank | Hancock | MI | 05/2022 | 12/2022 |
| Superior National Bank | Houghton | MI | 05/2021 | 05/2022 |
| Michigan Technological University | Houghton | MI | 08/2020 | 04/2021 |
| Keweenaw Brewing Company | Houghton | MI | 09/2021 | 09/2022 |
| B.WEll Cafe | Houghton | MI | 10/2019 | 05/2021 |
| Country Inn & Suites | Houghton | MI | 05/2019 | 10/2019 |
| Bonfire Steakhouse & Grill | Houghton | MI | 06/2018 | 05/2019 |
| Michigan Technological University Athletics | Houghton | MI | 07/2018 | 03/2020 |
| Michigan Technological University | Houghton | MI | 09/2018 | 12/2022 |
| Houghton High School | Houghton | MI | 09/2014 | 05/2018 |
| Pat's Foods | Hancock | MI | 05/2016 | 10/2016 |
| Surplus Outlet | Houghton | MI | 02/2017 | 08/2018 |
| Insight Wealth Solutions | Houghton | MI | 12/2022 | Present |
| Lpl Financial Llc | Houghton | MI | 09/2023 | Present |
1- 02/2024 / Insight Wealth Solutions. LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 1224 Military Rd, Houghton, MI 49931
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
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