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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| MI | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 07/2023 | 10/2023 |
| Hantz Group | Okemos | MI | 05/2022 | 11/2022 |
| Patriot Communications | New Baltimore | MI | 04/2021 | 08/2021 |
| Denstor, Llc | Clinton Township | MI | 04/2015 | 09/2023 |
| Powerhouse Gym | Clinton Township | MI | 04/2019 | 08/2019 |
| Burns Landscaping | Warrin | MI | 04/2018 | 08/2018 |
| Tropical Smoothie | Fraser | MI | 05/2017 | 08/2017 |
| De La Salle Collegiate High School | Warren | MI | 09/2015 | 06/2019 |
| Woodbury Financial Services Inc | Auburn Hills | MI | 10/2023 | 01/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 01/2024 | 06/2026 |
| Lpl Financial Llc | Rochester | MI | 07/2026 | Present |
1. 07/2026 - AQuest Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 130 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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