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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-27 |
Branch Locations
1010 N Elm Street, Greensboro, NC 27401 • United States
1010 N Elm St, Greensboro, NC 27401 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Greensboro | NC | 07/2008 | 05/2024 |
| Lpl Financial | Greensboro | NC | 05/2024 | Present |
1) 05/2024 - Pilot Financial / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 05/2024 - Pilot Financial Advisors / Non-Variable Insurance / Inv. Related / Greensboro NC / Start date 06/01/2005 - 3 Hrs per month - 5 % Time spent 3) 05/2024 - Carolina Reality Investors, LLC / Real Estate Rental / Co-owner / Inv. Related / Greensboro NC / Start date 06/01/2010- 5 Hrs per month - 3 % Time spent 4) 05/2024 - The Rhino Club, LLC / Owner / Resturant / Inv. Related / Greensboro NC / Start date 12/01/2022 - 5 Hrs per month - 2 % Time spent 5) 05/2024 - SPL-GSP / Real Estate Rental / Co-owner / Non Inv. Related / Greensboro NC / Start date 10/01/1999 - 5 Hrs per month - 2 % Time spent 6) 05/2024 - Rex Tuggle Jr, CFP, Inc / Sole owner / Business Entity For Tax/Investment Purposes Only / Inv. Related / Greensboro NC / Start date 01/01/2000 - 3 Hrs per month - 2 % Time spent 7) 05/2024 - CTC Properties, LLC / Real Estate Rental / Co-owner / Inv. Related / Greensboro NC / Start date 11/01/1999 - 1 Hrs per month - 2 % Time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-07 |
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