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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-04 |
| GA | RA | APPROVED | 2019-02-05 |
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 | Centerville | GA | 11/2011 | Present |
| Independent Financial Partners | Centerville | GA | 11/2011 | 01/2019 |
1. 3/6/2018 - Life Investment Tools Inc - Investment Related - Various locations in Georgia - Other-Presenter/Educator - Start Date 04/02/2018 - 5 Hours Per Month During Securities Trading. 2. 01/23/2026 - Life Investment Tools, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start DAte 01/01/2026 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-14 |
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