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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED_RES | 2020-04-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Stuart | FL | 12/2008 | 12/2016 |
| Lpl Financial, Llc | Stuart | FL | 12/2016 | Present |
1. 12/09/2016 - JMAK INC/ REAL ESTATE RENTAL/ 1%/ 4955 SW HAMMOCK CREEK DR, PALM CITY, FL 34990 2. 12/09/2016 - JMAK, INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ PALM CITY, FL 3. 12/09/2016 - LANDWERSIEK AND ASSOCIATES INVESTMENT PLANNING GRP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ STUART, FL 4. 3/3/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/23/2017 - 20 Hours Per Month/15 Hours During Securities Trading. 5. 04/12/2017 - Investment Planning Group Landwersiek and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/05/2017 - 50 Hours Per Month/33 Hours During Securities Trading. 6. 1/7/2020 - Investment Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 50 Hours Per Month/30 Hours During Securities Trading. 7. 12/10/2024 - No Business Name -Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 12/05/2024 - 0 Hours Per Month - 0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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