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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/2009 | 02/2018 |
| Lpl Financial Llc | San Antonio | TX | 02/2018 | Present |
1) 2026-03-11 - Legend Hanger LLC - Real Estate Rental - Y - 1 - 0 - Boerne TX - 2026-03-09 - this property is a hanger at the Boerne airfield and I rent out the space. The tenant mails a check and i deposit it once per month. 2) 2026-04-21 - Flying High LLC - Business Entity For Tax/Investment Purposes Only - N - 1 - 0 - at reported business location(s) - 2026-03-09 - Plane used to take passengers for business and personal travel
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-04 |
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