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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-02 |
| NC | RA | APPROVED | 2004-05-26 |
Branch Locations
620 Green Valley Rd Ste 306, Greensboro, NC 27408 • United States
Greensboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greensboro | NC | 05/2004 | Present |
1. 05/26/2004: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - SELL INS TYPES: FIXED ANNUITIES, LIFE 2. 02/22/2011: BRINKLEY WALSER ATTORNEYS AT LAW - RENT SPACE TO AN ATTORNEY - 1% OF TIME SPENT - RENT AVAILABLE OFFICE IN OUR SUITE 3. 07/07/2011: GREEN VALLEY FINANCIAL CONSULTING, INC. - SHELL ACCOUNT 4. 10/02/2015 - INNOVATIVE FINANCIAL SOLUTIONS, LLC - INV REL - 620 Green Valley Road Suite 306 Greensboro , NC 27408 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 06/01/2004 - 5 HOURS PER MONTH, 0 DURING TRADING - Only adding ownership structure 5. 10/18/2015 * Real Estate Rental * Other - Real Estate * NOT INV REL * 620 Green Valley Road Suite 306 Greensboro NC27408 * START 06/01/2004 * 5 HRS/MO NOT DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-04-27 |
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