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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-07-27 |
Branch Locations
11121 Carmel Commons Blvd #130, Charlotte, NC 28226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlotte | NC | 07/2006 | Present |
1. 03/07/2011 - NON-VARIABLE INSURANCE DBA - INGLEFIELD RETIREMENT SOLUTIONS, LLC - FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. - TIME SPENT 80% - CHARLOTTE, NC. 2. 07/06/2011 - NON-VARIABLE INSURANCE DBA - INGLEFIELD RETIREMENT SOLUTIONS - FINANCIAL PLANNING AND INVESTMENT MANAGEMENT - TIME SPENT 100% - CHARLOTTE, NC. 3. 07/12/2011 - OTHER-PUBLISHING - HOLY COW PUBLICATIONS, LLC - SOLE OWNER OF HOLY COW PUBLICATIONS, LLC...A COMPANY UNDER WHICH I SELF-PUBLISHED MY BOOK "HOLY COW, YOU'RE RETIRING" WHICH IS AVAILABLE FOR SALE DIRECTLY AND ON AMAZON.COM-HOLY COW PUBLICATIONS, LLC - TIME SPENT 10%. 4. 12/20/2011 - NON-VARIABLE INSURANCE - DIXON WELLS - FIXED & LTC INSURANCE SALES DONE AWAY FROM LPL. - TIME SPENT 5%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-07 |
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