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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-28 |
| LA | RA | APPROVED | 2014-05-12 |
| NC | RA | APPROVED | 2004-05-26 |
Branch Locations
620 Green Valley Rd Ste 306, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Greensboro | NC | 05/2004 | Present |
1. 5/25/2004 - INNOVATIVE FINANCIAL SOLUTIONS, LLC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA. 2. 8/10/2020 - Innovative Financial Solutions, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2004 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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