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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-09-24 |
| TX | RA | APPROVED_RES | 2015-06-10 |
| OR | RA | APPROVED | 2006-05-11 |
Branch Locations
1500 Valley River Dr Suite 220, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Eugene | OR | 10/2002 | Present |
1. 11/05/2002: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - INSURANCE. 2. 12/20/2005: Lifetime Investment Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 6% - Agent for fixed insurance products and life/health/ltc insurance. 3. 01/13/2014: Lifetime Holdings, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 08/02/2016: Lifetime, INC - Investment Related - 1075 Oak Street, Eugene OR 97401 - Business Entity For Tax/Investment Purposes Only - 1 Hr/Mo; 1 Hours During Securities Trading - Started 02/06/2008 - Just set up a corp so LPL commissions can run through it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
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