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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-03-10 |
| FL | RA | APPROVED | 2001-06-01 |
Branch Locations
12800 University Dr Ste 285, Fort Myers, FL 33907-5684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mills-Price & Associates, Inc. | Fort Myers | FL | 05/1999 | 07/2018 |
| Lpl Financial Llc | Fort Myers | FL | 05/2001 | Present |
1. 11/09/2009: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 2% Time Spent - Sales of Life and Health Insurance 2. 11/11/2016: The Wealth Planning Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 12/01/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-17 |
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