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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-03-21 |
Branch Locations
700 N Brand Blvd, Suite #640, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmc Retirement | Glendale | CA | 02/1997 | Present |
| Lpl Financial Llc | Glendale | CA | 05/2010 | Present |
1. 05/10/10 - REAL ESTATE RENTAL - 647 W BROADWAY PARTNERSHIP - Investment Related - Time Spent 1% 2. 05/10/10 - NON-VARIABLE INSURANCE - BROADYWAY INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - Time Spent 1% 3. 01/25/2022 - Retirement Plan Fiduciaries - Glendale, CA - Business Entity For Tax/Investment Purposes Only - Start Date: 2/18/2014 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 06/03/2026 - CMC Retirement & Employee Benefits - Third Party Administrator (TPA) - Investment Related - At Reported Business Location(s) - Time Spent 90%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-15 |
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