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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-01-04 |
Branch Locations
1516 Hudson St Ste 202, Longview, WA 98632-3046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Longview | WA | 01/2012 | Present |
1. 1/31/2012: DBA ONLY - FINANCIAL LIFE DIMENSIONS - LONGVIEW, WA. 2. 11/27/2012: ENTITY FOR ACCOUNTING PURPOSES - JG ASSET MANAGEMENT - JG ASSET MANAGEMENT IS A C CORPORATION DOING BUSINESS AS FINANCIAL LIFE DIMENSIONS. THERE ARE NO OTHER ENTITIES INSIDE THE CORPORATION. ALL INCOME IS LPL 1099 AND FIXED INSURANCE COMMISSIONS. - TIME SPENT 0% - LONGVIEW, WA. 3. 5/29/2013: REAL ESTATE RENTAL - ONE RENTAL PROPERTY-CONDOMINIUM. RENTERS ARE NOT CLIENTS OR ADVISORS OF AN ANOTHER B/D OR RIA. RENT RECIEVED WILL COVER MORTGAGE AND PROPERTY TAXES. - TIME SPENT 1% - CHULA VISTA, CA. 4. 11/14/2017 - Financial Dimensions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/09/2017 - 40 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-26 |
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