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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swingtide | Henderson | NV | 05/2021 | 06/2024 |
| Concordia University Ann Arbor | Ann Arbor | MI | 08/2020 | 05/2024 |
| Creative Benefits And Insurance Soluions | Utica | MI | 07/2018 | 08/2020 |
| Lutheran High School North | Macomb | MI | 06/2016 | 08/2020 |
| Lpl Financial | Utica | MI | 07/2024 | Present |
1 - 07/01/2024 - Qolity Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2 - 03/31/2026 - NS AI Tools - Business Owner - Not investment Related - Shelby Township, MI - Start Date 03/23/2026 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
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