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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
Branch Locations
301 Junipero Serra Blvd, #200, San Francisco, CA 94127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | San Francisco | CA | 06/2005 | Present |
| Lpl Financial Llc | San Francisco | CA | 07/2025 | Present |
1. 07/10/2025- LW Planning- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/02/2025- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- Aim High- Non-profit volunteer (not on board)- Not INV Related- At San Francisco, CA- Start date 01/01/2023- 3 Hours Per Month- 1 Hour During Trading 3. 07/10/2025- Larry Weiss and Linda Mendoza- Real Estate Rental- INV Related- At San Francisco, CA- Start date 04/01/2013- 3 Hours Per Month 4. 07/10/2025- Larry Weiss- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/06/2025- 3 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-09 |
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