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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2018-10-22 |
| MD | RA | APPROVED | 2016-05-13 |
Branch Locations
715 Eastern Shore Drive, Ste B, Salisbury, MD 21804 • United States
23349 Counsel Drive, Accomac, VA 23301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Salisbury | MD | 05/2016 | Present |
1)1/11/16-Livingston Wealth Management, LLC-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date- 9/1/1997/ 95% 2)1/06/16-Livingston Holdings, LLC- Commercial Real Estate Rental- Owner- commercial real estate building- Non-Inv.- at reported business location(s)- start date- 1/1/2015- 5% 3). 10/17/2018 - No Business Name - Not Investment Related - Home Based - Other - Hobby - Woodworking - Start Date:08/01/2018 - 20 Hours Per Month/0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
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