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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-03-17 |
Branch Locations
5550 Triangle Pkwy, Suite 200, Peachtree Corners, GA 30092 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Norcross | GA | 06/1998 | Present |
1. 04/24/2008 - NO BUSINESS NAME - INV REL - Non-Variable Insurance - 5% TIME SPENT 2. 04/24/2008 - NO BUSINESS NAME - INV REL - Non-Variable Insurance - 1% TIME SPENT - Life insurance sales. 3. 09/10/2013 - Mchugh Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 12/18/2013 - McHugh CPA Group - INV REL - Tax Prep/Accounting/CPA - 10% TIME SPENT - CPA Firm, Owner 5. 2/21/2023 - McHugh CPA Group - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 01.05.2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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