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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 01/2007 | 07/2025 |
| Lpl Financial Llc | Cherry Hill | NJ | 07/2025 | Present |
1. 07/10/2025- Saline Stahl Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/01/2020- 170 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- Kathleen Moore- Notary- INV Related- At Reported Business Location(s)- Start date 07/20/2013- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Kathleen Moore- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2007- 4 Hours Per Month- 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-11 |
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