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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1515 S Federal Hwy Ste 207, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2013 | 01/2020 |
| Lpl Financial | St Louis | MO | 01/2020 | Present |
1) 01/2020 - DBA for LPL Business (entity for LPL business) - Investmentsmile LLC - 100% - INVESTMENT RELATED - BOCA RATON, FL 2) 01/29/2024 - DBA for LPL Business (entity for LPL business) - Investmentsmile Financial - INVESTMENT RELATED - At Reported Business Location(s) - Start Date 01/17/2020 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-23 |
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