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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-27 |
| CO | RA | APPROVED | 2018-06-25 |
| CA | RA | APPROVED | 2009-04-21 |
Branch Locations
333 University Ave, Ste 200, Sacramento, CA 95825 • United States
Sacramento, CA • 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 |
|---|---|---|---|---|
| Lpl Financial | Sacramento | CA | 04/2009 | Present |
1. 04/20/09 - SELLS HEALTH INSURANCE - 10% TIME SPENT - SACRAMENTO, CA 2. 02/04/2010 - OTHER-MUSIC, I PLAY MUSIC IN A BAND AND RELEASE RECORDS ON A SMALL TIME BASIS, THE TANK, 5% CA. 3. 05/24/2022 - New Inverness Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 06/06/2022 - New Inverness Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/22/2018 - 160 Hours Per Month/ 8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-20 |
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