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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-12 |
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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Troy | MI | 09/1997 | 09/2024 |
| Lpl Financial Llc | Rochester | MI | 09/2024 | Present |
1) 08/05/2024 - AQuest Wealth & Tax Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2024 2) 08/05/2024 - AQuest Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2024 3) 08/05/2024 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/1984 - 4 Hr/Mth 4) 08/05/2024 - TOO LAZY TOO - Real Estate Rental - Owner - Inv Rel -Curran, MI - Start: 01/2022 - 3 Hr/Mth 5) 08/05/2024 - NORTH 40 FISH & HUNT CLUB - Owner - Inv Rel -Curran, MI - Start: 01/2023 - 3 Hr/Mth 6) 08/05/2024 - GRANPA WARHAMMER - Business Owner - Non-Inv Rel - White Lake, MI - Start: 01/2016 - 4 Hr/Mth 7) 08/05/2024 - State of MI - Notary - Inv Rel - Start: 01/2000 - 1 Hr/Mth 8) 08/05/2024 - STRATEGIC MONEY MANAGEMENT SERVICES, INC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Troy, MI - Start: 01/1998 - 1 Hr/Mth 9) 10/01/2024 - Rubino Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/07/2000 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-16 |
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