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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-12 |
Branch Locations
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 Llc | Cisco | TX | 01/2014 | Present |
1. 1/7/2020 - Foursquare Tax Service - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner and sole tax preparer - Started 01/01/2020 - 40 Hours Per Month/1 Hour During Securities Trading - Offering tax return preparation. 2. 01/04/2024 - Legacy Cemetery Curbing & Landscaping - Non-Investment Related - Eastland, TX - Rep's Business - Member of LLC - Started: 1/1/2024 - 3 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-08 |
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