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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-17 |
| FL | RA | APPROVED | 2019-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Oviedo | FL | 06/2004 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2004 | 07/2019 |
| Lpl Financial Llc | Oviedo | FL | 07/2019 | Present |
1)06/25/2019 - Investment & Insurance Planning Services, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2008 - 10 hr/mth 2)06/25/2019 - Investment & Insurance Planning Services, LLC - Insurance Agency - inv rel - at reported business location(s) - start: 11/2000 - 10 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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