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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 04/2006 | 05/2024 |
| Agia | Houston | TX | 12/2022 | 05/2024 |
| Lincoln Financial Securities | Greensboro | NC | 08/2023 | 05/2024 |
| Lpl Financial Llc | Greensboro | NC | 05/2024 | Present |
1.05/16/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Pilot Financial; Investment Related; at Reported Business Location(s); Start Date 08/01/2023; 4hrs/mth; 1hrs during trading 2.05/16/2024; Pilot Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/01/2023; 40hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-06 |
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