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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED | 2004-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | San Diego | CA | 05/2004 | Present |
1. 5/9/2017 - Income Solutions Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/08/2017 - 40 Hours Per Month/160 Hours During Securities Trading. 2. 5/23/2018 - MacJac, Investments - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date:05/09/2018 - 1 Hour(s) Per Month/0 Hour(s) During Trading. 3) 06/18/2025 - Quad E Assets, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Tyler, TX - Start Date:10/13/2021 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-26 |
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