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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-08 |
| OH | RA | APPROVED | 2024-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Perrysburg | OH | 11/2023 | Present |
| Unemployed | Ann Arbor | MI | 01/2015 | 11/2023 |
1) 11/2023 - Priority Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 11/2023 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 3) 10/28/2024 - Engineered Wealth PLLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 200 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-21 |
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