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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-07 |
| FL | RA | APPROVED | 2011-04-08 |
Branch Locations
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 | Largo | FL | 03/2011 | Present |
1. 03/25/2011: NOELLE DANIEL WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/14/2019 - HCP Florida, LLC - Investment Related - 12651 Walsingham Road Largo, FL 33702 - Real Estate Rental - Started 11/14/2017 - 3 Hours Per Month/1 Hour During Securities Trading - Purchased a commercial building. 3. 1/2/2020 - HCP Colorado, LLC - Investment Related - Silverthorn, CO 80498 - Real Estate Rental - Started 12/30/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Vacation home in CO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-18 |
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