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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | El Paso | TX | 10/2012 | 06/2020 |
| Unemployed | El Paso | TX | 06/2020 | 01/2022 |
| Lpl Financial Llc | El Paso | TX | 01/2022 | Present |
1) 01/18/2022 - Graham Capital Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 03/05/2024 - Pivot Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/17/2023 - 40 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-16 |
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