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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| WA | RA | APPROVED | 2023-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Deer Park | WA | 08/2012 | 11/2018 |
| Ameriprise Financial Services, Inc. | Deer Park | WA | 11/2018 | 06/2023 |
| Lpl Financial Llc | Deer Park | WA | 06/2023 | Present |
1) 06/01/2023 - Lifeworks Private Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 06/05/2023. 2) 06/01/2023 - Lilly Greenhouse/Lilly Creek Farms - Business Owner - Owner of Plant Nursery - WA 99110 - Non investment related - 10 Hours per month - Start date: 01/01/2019. 3) 06/01/2023 - Real Estate Rental - owner - WA 99006 - Investment related - 1 Hour per month - Start date: 07/02/2018. 4) 06/01/2023 - Lilly Creek Enterprise, LLC - Business Entity For Tax/Investment Purposes Only - Business Entity for Green house business revenue - WA 99110 - Non investment related - 0 Hours per month - Start date: 05/31/2023. 5) 10/16/2024 - Estate of Alice Blackwell - Act in a Fiduciary Capacity - Not Investment Related - At Reported Business Location(s) - Start Date 03/25/2024 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-21 |
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