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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2004-09-28 |
Branch Locations
780 Nw Broad St, Ste #510, Southern Pines, NC 28387-4102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Southern Pines | NC | 09/2004 | Present |
1. 12/13/2019 - TRA-KAT Holdings, LLC - Investment Related - 780 NW Broad Street, Suite 510, Southern Pines, NC 28387 - Real Estate Rental - Started 01/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Rental income to cover operating expenses of branch office condo. 2. 09/27/2021 - Ed-Mar Farms, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 09/17/2021 - 10 Hours Per Month/1 Hour During Securities Trading -This is my wife's family farm holding company. 3. 05/15/2024 - Family Promise of Moore County - Non-Profit Board Member - Not Investment Related - 400 Saunders BLVD, Aberdeen, NC 28315 - Start Date 07/01/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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