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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2017-03-31 |
Branch Locations
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 | Selmer | TN | 03/2009 | Present |
1. 02/24/2009 - TAX PREP / ACCOUNTING / BOOKKEEPING - 2% TIME SPENT - BOOKKEEPING AND TAX SERVICE. I DO MONTHLY WRITE-UPS AND TAX PREP FOR MOSTLY FAMILY MEMBERS. NO TAX PLANNING. 2. 03/20/2009 - JOANIE COLLINS FINANCIAL SERVICES - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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