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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-11 |
| CT | RA | APPROVED | 2003-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger | West Hartford | CT | 01/2003 | Present |
1. 06/22/09 - DBA ONLY, SHAFER INVESTMENT MANAGEMENT, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-23 |
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