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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2013-12-10 |
| VA | RA | APPROVED | 2009-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rockville | MD | 09/2009 | Present |
1. 12/23/2009 - TAX PREP/ACCOUNTING/BOOKKEEPING - TAX-MASTERS, INC. - FOR TAX MASTERS (SUB-CONTRACTOR) - TAX PROFESSIONAL - PREPARE TAXES AND PROVIDE TAX-PLANNING ADVICE FOR 2009 SEASON. POSSIBLY PREPARING TAXES AND PROVIDING TAX-PLANNING ADVICE FOR MSC CLIENTS. - 30% OF TIME SPENT. 2. 1/26/2022 - Fidel Carreon Accounting Services - Investment Related - At Reported Business Location(s) & Home Based - Tax Prep/Accounting/CPA - Owner - Started 01/01/2022 - 40 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-14 |
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