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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
30600 Northwestern Hwy Ste 310, Farmington, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Highland | MI | 09/2003 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Highland | MI | 09/2010 | 01/2026 |
| Lpl Financial, Llc | Rochester | MI | 01/2026 | Present |
| Aquest Wealth Strategies | Rochester | MI | 01/2026 | Present |
1. 01/2026 - AQuest Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 120 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 01/06/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-31 |
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