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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
Branch Locations
2300 E Katella Ave Ste 400, Anaheim, CA 92806-6049 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Anaheim | CA | 06/2009 | Present |
1. 11/25/2013 - REAL ESTATE RENTAL - SIGNAL PROPERTIES - MY BROTHERS AND I OWN VACANT LAND AND 2 HOUSES WHICH WE WILL RENT OUT. MY BROTHER ROBERT IS THE MANAGING PARTNER IN CHARGE OF 99% OF THE MANAGEMENT TASKS. - TIME SPENT 1% - ALBANY, NY & PLYMOUTH, MA. 2. 04/26/2016; Mark Poitras Investments; Business Entity For Tax/Investment Purposes Only; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 04/25/2016; LPL Commissions; 0 HRS/MO; 0 HRS DURING SECS TRADING HOURS. 3. 7/31/2017 - Benchmark Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/30/2009 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-10 |
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