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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-05 |
| TX | RA | APPROVED_RES | 2010-10-13 |
| AL | RA | APPROVED | 2007-08-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Adams Angus Farm | Union Springs | AL | 06/1986 | Present |
| Lpl Financial Llc | Montgomery | AL | 03/1998 | Present |
(1) 4/7/1998 - NO BUSINESS NAME - FARM - NOT INV REL - AT REPORTED BUSINESS LOCATION - ADAMS ANGUS FARM. (2) 12/6/2006 - Isaiah's Legacy - Community, Civic and Charitable Board - NOT INV REL - AT REPORTED BUSINESS LOCATION - Charitable organization whose primary objective is helping the poor and underprivileged. I am the Vice-President with duties to assist with fundraising and distribution of charitable gifts - 1% TIME SPENT. (3) 5/16/2007 - The AL Beef Cattle Improvement Foundation, Inc. - Community, Civic and Charitable Board - NOT INV REL - AT REPORTED BUSINESS LOCATION - Initial member of the board of directors (Treasurer) This foundation is in the organization stages and I would serve as one of the four founding members. I will have responsibility for oversight of all the finances of the organization as Treasurer - 1% TIME SPENT. (4) 7/1/2014: Adams Land and Timber FLP - Investment Related - 695 Hwy 51 N Union Springs, AL 36089 - Business Entity For Tax/Investment Purposes Only - Started 07/01/2014 - Time Spent 0% - Leasing property for various purposes but primarily agricultural and entertainment (hunting rights) related. Also selling of timber. (5) 7/3/2014 - No Business Name - Investment Related - 678 Hwy 51 N, Union Springs AL 36089 - Real Estate Rental - Started 01/01/2014 - 0 Hours Per Month - Rental house at 500 Hwy 51 North Union Springs, AL 36089. (6) 1/23/2015: Legacy Advisors, Inc. - DBA for LPL Business (entity for LPL business) - Legacy Advisors, Inc - INV REL - 310 Eastdale Circle Montgomery, AL 36117 - Purely operates as DBA - START 3/9/1998 - 120 HRS PER MONTH/100 HRS DURING TRADING. (7) 12/21/2021 - AB Holdings Group, LLC - Investment Related - 310 Eastdale Circle Montgomery, AL 36117 and Panama City, FL and Pike Road, AL 36064 - Real Estate Rental - Start Date: 12/17/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Rental properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-01 |
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