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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
Branch Locations
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Clearwater | FL | 03/2011 | Present |
| Lpl Financial Llc | Clearwater | FL | 02/2018 | Present |
1. 02/14/2018 - CROWN POINT, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 3/15/11 - 100 Hours Per Month/30 Hours During Securities Trading - Time Spent 100%. 2. 02/14/2018 - LIFE BROKERAGE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date 2/29/2012 - 30 Hours Per Month/10 Hours During Securities Trading. 3. 02/14/2018 - No Business Name - Not Investment Related - RENVILLE, MN - Real Estate Rental - LAND OWNER - Start Date 3/15/11 - 10 Hours Per Month/0 Hours During Securities Trading - FARM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-20 |
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