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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-05-22 |
Branch Locations
1330 Old Freeport Rd Ste 3Br, Pittsburgh, PA 15238 • 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, Llc | Pittsburgh | PA | 03/2003 | Present |
1. 7/14/2011 - NON-VARIABLE INSURANCE - LPL FINANCIAL - NO LONGER SELLING OR ACTING AS AGENT FOR EXISTING GROUP (TOWNSHIP OF SOUTHFAYETTE/ THE STANDARD INSURANCE COMPANY DISABILITY POLICY.) SELL LIFE AND/OR LTC W/ MET/ING/GENWORTH/1ST COLONY/ASSURITY. GENWORTH VIA LPL INS. - TIME SPENT 1% - PITTSBURGH, PA. 2. 09/10/2015 - WEATHCARE FINANCIAL - INV REL - 1378 FREEPORT ROAD, SUITE 3A, PITTSBURGH PA 15238 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 03/01/2007 - 1 HOURS PER MONTH, 0 DURING TRADING - THIS DBA IS STRICTLY USED FOR PAYING ONGOING OVERHEAD AND OFFICE EXPENSE. 3. 09/24/2019 - Infinity Capital Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:10/01/2019 - 25 hrs/mo - 1 hr during trading. 4. 12/4/2019 - Infinity Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2020 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-14 |
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