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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Greensboro | NC | 07/2008 | 05/2024 |
| Lpl Financial | Greensboro | NC | 05/2024 | Present |
1)04/24/2024- PRD VENTURES-Business Entity for Tax/Investment Purposes Only- Not Inv Related-St. GREENSBORO, NC 27401-start date-01/01/2022-320hrs/mth 2)04/24/2024- DBA PILOT FINANCIAL-DBA for LPL Business (entity for LPL business)-Inv Related- located at reported business location(s)-start date 01/01/2011 3)04/24/2024-Pilot Financial Distributors, LLC-Business Entity for Tax/Investment Purposes Only-Not Inv Related-located at Greensboro, NC-start date 04/01/2020-1hrs/mth 4)04/24/2024-Pilot Financial Advisors, Inc-Non-Variable Insurance, UL, IUL, GUL, Term, VUL, Whole Life. Long Term Care and Hybrid Products. Disability Insurance. Fixed Annuities. Life Settlements-Inv Related-located at Greensboro, NC-Start date 01/01/2022-215hrs/mth 5)04/24/2024-Ten Ten Properties, LLC-Real Estate Rental-Inv Related-located at Greensboro, NC-Start date 02/08/2019-1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-15 |
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