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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
Branch Locations
5454 Gateway Center St B, Flint, MI 48507 • United States
60 S. Washington St, Oxford, MI 48371 • United States
28345 Beck Rd, Wixom, MI 48393 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2011 | 05/2017 |
| Questar Asset Management | Minneapolis | MN | 09/2011 | 05/2017 |
| Infinex Investments, Inc | Meriden | CT | 05/2017 | 07/2026 |
| Oxford Bank | Oxford | MI | 05/2017 | Present |
| Lpl Financial Llc | Oxford | MI | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name oxford wealth management - Inv Rel - At Reported Business Location (s) - Start Date: 7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-02 |
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