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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2013-03-01 |
Branch Locations
200 Park Point Dr Ste 103, Rochester, NY 14623-2158 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Rochester | NY | 05/1998 | Present |
1. 11/01/2010 - DBA ONLY, CORNERSTONE ADVISORY GROUP, LLC. 2. 03/30/2011 - NON-VARIABLE INSURANCE, OPTIMA FINANCIAL GROUP, 1% OF TIME SPENT. 3. 05/22/2023 - Cornerstone Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/16/2023 - 140 Hours Per Month/ 140 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-19 |
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