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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| IL | RA | APPROVED | 2009-10-09 |
Branch Locations
333 Pierce Road, Suite 405, Itasca, IL 60143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Itasca | IL | 10/2009 | Present |
1. 4/23/2010: NO BUSINESS NAME - DBA for LPL Business (entity for LPL business) - J&B FINANCIAL SERVICES - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 2/16/2011: NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - I AM WRITING MY OWN INDIVIDUAL HEALTH CARE POLICY THROUGH UNITED HEALTHCARE. - TIME SPENT 1% 3. 5/6/2011: STRATEGIC INVESTMENT PARTNERS, LLC - Business Entity For Tax/Investment Purposes Only - INV REL -AT REPORTED BUSINESS LOCATION(S) - PER THE ADVICE OF OUR ATTORNEY, WE SET UP AN LLC (STRATEGIC INVESTMENT PARTNERS) FOR THE SOLE PURPOSE OF PAYING OUR JOINT OFFICE EXPENSES. - 1% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-14 |
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