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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aquest Tax Solutions | Rochester | MI | 12/2024 | Present |
| Stonebridge Financial Partners, Llc. | Bingham Farms | MI | 01/2019 | 09/2022 |
| Lifetime Money Management, Llc. | Auburn Hills | MI | 03/2017 | 12/2018 |
| Bath And Body Works | Clinton Township | MI | 10/2019 | 04/2022 |
| City Of Sterling Heights | Sterling Heights | MI | 09/2014 | 05/2018 |
| Gander Mountain | Utica | MI | 05/2016 | 03/2017 |
| City Of Sterling Heights | Sterling Heights | MI | 04/2016 | 09/2016 |
| Cwm, Dba Carson Partners | Auburn Hills | MI | 01/2019 | 09/2022 |
| Cetera Advisor Networks, Llc | El Segundo | CA | 03/2020 | 09/2022 |
| Oakland University | Rochester | MI | 09/2015 | 09/2019 |
| Lpl Financial | Rochester | MI | 10/2022 | Present |
| Aquest Wealth Strategies | Rochester | MI | 09/2022 | Present |
1.10/31/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Aquest Wealth Strategies; Investment Related; at Reported Business Location(s); Start Date 09/12/2022; hrs/mth; hrs during trading 2.12/19/2024; AQuest Tax Solutions; Tax Prep/Accounting/CPA; Investment Related; 414 East Street Rochester,MI; Start Date 12/02/2024; 40hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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