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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Mckinney | TX | 12/2015 | 01/2020 |
| Lpl Financial Llc | Mckinney | TX | 01/2020 | Present |
1. 1/13/20- LEGACY PLANNING GROUP- DBA for LPL Business (entity for LPL business)- inv. Related- McKinney, TX- 100%. 2. 1/15/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/1987 - 20 Hours Per Month. 3. 12/03/2021 - Cloutier Interests LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 03/02/2020 - 0 Hours Per Month/0 Hours During Securities Trading - I started an LLC so that we could buy group health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-22 |
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