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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco Private Ledger Corp.) | Highland | WI | 04/2002 | Present |
1. 8/13/2002 - HIGHLAND STATE BANK - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - loan officer. 2. 9/9/2002 - BLACKHAWK INVESTMENT CENTER - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 9/27/2006 - Highland State Bank - Not Investment Related - At Reported Business Location(s) - For-Profit Board Member - Time Spent 1% - Serving as a full voting member of the Board of Directors of the Highland State Bank. Title will be Director. 4. 01/29/2024 - Highland State Bank - Inv Related - At reported Business Location(s) - Financial Institution Duty - President and CEO - Started: 2/23/2024 - 160 Hrs/mo During trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-14 |
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