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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-09-08 |
Branch Locations
5850 Town And Country Blvd #802, Frisco, TX 75034 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Frisco | TX | 09/2009 | Present |
1. 01/04/2010: BELL FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 07/02/2012: NON-VARIABLE INSURANCE - SALE OF FIXED INSURANCE PRODUCTS - Investment Related - At Reported Business Location(s) - TIME SPENT 20% 3. 11/18/2025 - Bell Classe Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 170 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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