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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| FL | RA | APPROVED | 2001-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plant City | FL | 03/2001 | Present |
(1) 03/20/2001: Family Estate Advisors, Inc. - DBA for LPL Business (entity for LPL business)- inv rel - at reported business location(s) (2) 12/14/2005: Family Estate Advisors - inv rel - at reported business location(s) - Non-Variable Insurance - 25% of time spent - ins types: life, health, disability, long-term care, fixed annuities (3) 05/06/2008: FAMILY ESTATE ADVISORS - inv rel - 1106 N. Wheeler St., Plant City, FL 33565 - Real Estate Rental - 5% aof time spent (4) 06/29/2011: generationbabyboomer.com - inv rel - business owner - business owner - 1% of time spent - designing a website to encourage Social Security planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
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