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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-02-14 |
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.A. Coffee Service Inc. | Dallas | GA | 07/1993 | Present |
| Invest Financial Corp. | Dallas | GA | 01/2005 | Present |
| Lpl Financial Llc | Dallas | GA | 02/2018 | Present |
1. 02/14/2018 - A & A COFFEE SERVICE INC - Not Investment Related - Home Based - Other - For-Profit Business - 20 Hours During Securities Trading - OWNER/MANAGER. 2. 02/14/2018 - Arrowood & Associates - Not Investment Related - Act in a Fiduciary Capacity - Owner. 3. 04/05/2019 - Main Street Advisors, INC - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date: 03/29/2019 - 100 hrs/mo - 100 hrs during trading. 4. 03/19/2024 - Main Street Financial Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/2/2024 - 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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