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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-20 |
| IL | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2013 | 02/2017 |
| Cafg Wealth Management | North Barrington | IL | 01/2006 | 02/2017 |
| Lpl Financial, Llc | Palatine | IL | 03/2017 | Present |
1. 03/17/2017 - MACTAVISH FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 80%/ ARLINGTON HEIGHTS, IL 2. 03/17/2017 - STEPHEN MACTAVISH/ NON-VARIABLE INSURANCE/ 20%/ ARLINGTON HEIGHTS, IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-13 |
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