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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| GA | RA | APPROVED | 2011-08-12 |
Branch Locations
200 Ashford Ctr N Ste 400, Atlanta, GA 30338 • United States
Stone Mountain, GA • 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 |
|---|---|---|---|---|
| Lpl Financial | Atlanta | GA | 08/2011 | Present |
(1) 06/07/2011: Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 06/07/2011: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Sell fixed insurance. Term, annuity, ltc, disability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-13 |
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