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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Myslinski Cpa Pllc | South Lyon | MI | 02/2022 | Present |
| William Molnar Roofing, Inc. | Brownstown | MI | 10/2014 | 02/2022 |
| Lpl Financial /52 Blue Wealth | Whitmore Lake | MI | 01/2026 | Present |
1. 02/2026 - Myslinski CPA PLLC - Tax Prep/Accounting/CPA -Inv Related - 640 Hour(s)/Month - 0 Hour(s) During Trading - South Lyon MI 48178 - OBA Start Date: 02/15/2026 2. 02/2026 - 52Blue Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/17/2026 3. 02/2026 - Coco Property LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 15 Hour(s)/Month - 0 Hour(s) During Trading - South Lyon MI 48178 - OBA Start Date: 06/15/2012 4. 02/2026 - BMPY Property LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - South Lyon MI 48178 - OBA Start Date: 01/15/2013 5. 02/2026 - JJB4 LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - South Lyon MI 48178 - OBA Start Date: 02/15/2022 6. 02/2026 - Rentals - Real Estate Rental - Inv Related - 30 Hour(s)/Month - 0 Hour(s) During Trading - South Lyon MI 48178 - OBA Start Date: 02/15/2005 7. 02/2026 - Self employed - Mortgage/Real Estate Services - Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - South Lyon MI 48178 - OBA Start Date: 03/15/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-16 |
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