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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-12 |
Branch Locations
1701 Novato Blvd, Suite 304, Novato, CA 94947 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 01/2001 | 03/2024 |
| Spc | Ann Arbor | MI | 01/2005 | 03/2024 |
| Lpl Financial Llc | San Francisco | CA | 03/2024 | Present |
1- 03/2024 / Alders Financial Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/2023 / Elizabeth Strong Coover / Real Estate Rental / Owner of Real Estate Rental / San Francisco, CA / Investment Related / 2 hrs mth / Start date: 06/01/1988 3- 11/2023 / STRONG LEGACY PLANNING, LLC. / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 11/2023 / Elizabeth Strong-Coover / Non-Variable Insurance / Investment Related / 3 hrs mth / Star date: 06/01/1992
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-31 |
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