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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-22 |
| CA | RA | APPROVED | 1997-08-28 |
Branch Locations
17500 Depot St, Ste 130, Morgan Hill, CA 95037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Morgan Hill | CA | 06/1997 | Present |
(1) 03/02/1998: MARK GRISEDALE DVM - not inv rel - Veterinarian - 10% of time spent - Business Owner (2) 06/07/2024: Grisedale Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/3/2024 - 200 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
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