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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-18 |
| KS | RA | APPROVED | 2017-09-21 |
| NC | RA | APPROVED | 2008-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 05/2008 | Present |
1. 03/17/2008 - Legacy Wealth & Retirement Planners - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv Rel 2. 07/19/2019 - Legacy Wealth & Retirement Planners - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:07/12/2019 - 000 hrs/mo - 000 hrs during trading. 3. 09/30/2019 - South Meck High School - Not investment related - 8900 Park Road, Charlotte, NC 28210 - Coach - start date:01/01/2020 - 20 hrs/mo - 0 hrs during trading 4. 08/24/2023 - LaxTribe.com - Other - Business Owner - Apparel company - Not Investment Related - Home Based - Start Date 04/22/2019 - 40 Hours Per Month/ 0 Hours During Trading 5. 07/02/2025 - Nation Ford High School - Fort Mill School District - Other - Coach - Not Inv Rel - Fort Mill, S -- Start Date 07/01/2025 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-08 |
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