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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-31 |
Branch Locations
10935 Se 177Th Pl Ste, 404-P3, Summerfield, FL 34491 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | The Villages | FL | 09/2005 | 10/2023 |
| Lpl Financial Llc | The Villages | FL | 10/2023 | Present |
| Riversource Distributors, Inc. | Minneapolis | MN | 01/2007 | 10/2023 |
1) 10/19/2023- Momentum Wealth- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 10/19/2023- Rob Elstad Incorporated- Business Entity For Tax/Investment Purposes Only- Non-inv. Related - The Villages, FL- start date 1/1/2020- 2hrs/mth 3) 10/19/2023- 2A Mission Training - Outside/W-2 Employment - Owner /Instructor - non-inv. related- Oxford, FL - start date 7/1/2020- 8hrs/mth 4) 10/19/2023- Notary Public - Inv. related- The Villages, FL - start date 10/10/218- 1hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-14 |
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