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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
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 |
|---|---|---|---|---|
| Next Financial Group Inc | Mechanicsburg | PA | 01/2007 | 07/2025 |
| Lpl Financial Llc | Mechanicsburg | PA | 07/2025 | Present |
1- 07/2025 - 10 Investor LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 1 hour per month/ 0 hours during trading 2- 07/2025 - Shawn Greenland - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 10 hours per month/ during trading 3- 07/2025 - Investor First Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-21 |
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