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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-11 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2012 | 08/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2012 | 08/2021 |
| Lpl Financial, Llc | Fort Worth | TX | 08/2021 | Present |
1) 3/2016 - Outside/W-2 Employment - Left Arm Tan - Not Investment Related - Fort Worth, TX 76107 2) 2012 - Non-Variable Insurance - John Lee - Investment Related - Fort Worth, TX 76107 3) 2012 - DBA for LPL Business (entity for LPL business) - Lee Wealth Management Group, LLC - Investment Related - Fort Worth, TX 76107
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-18 |
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