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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-11 |
| OH | RA | APPROVED | 2019-05-14 |
Branch Locations
29325 Chagrin Blvd Ste 201, Pepper Pike, OH 44122 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2009 | 05/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2009 | 05/2019 |
| Lpl Financial, Llc | Pepper Pike | OH | 05/2019 | Present |
1. 07/01/2001 - PROINVEST FINANCIAL INC/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ PEPPER PIKE, OH 2. 07/01/2001 - PROINVEST FINANCIAL INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ PEPPER PIKE, OH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2004-07-16 |
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