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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
| CA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Claremont | CA | 05/2002 | 11/2017 |
| Lpl Financial Llc | Claremont | CA | 11/2017 | Present |
1. 11/29/2017 - WISEMONEY SOLUTIONS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1997 - 120 Hours Per Month. 2. 5/6/2019 - Wisemoney Solutions - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 10/04/2002 - 8 Hours Per Month/2 Hours During Securities Trading - Tax preparation. 3. 10/29/2021 - TurboTax Tax Expert - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 01/01/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Answer the tax questions which are routed in automatically by the Intuit calling system.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-16 |
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