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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-28 |
| UT | RA | APPROVED | 2011-09-14 |
Branch Locations
406 W South Jordan Pkwy #200, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Salt Lake City | UT | 09/2011 | Present |
(1) 02/14/2012: Progressive Planning, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 09/07/2016: Jeffrey C. Roskelley LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 8554 South 3220 West, West Jordan, Utah 84088 - Start 01/01/2014 - 160 Hr/Mo; 140 Hour(s) During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-26 |
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