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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-11 |
| OH | RA | APPROVED | 2008-01-16 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Canton | OH | 01/2008 | Present |
(1) 12/31/2007: Kelly Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 3/5/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 40 Hours Per Month/20 Hours During Securities Trading - Non-variable life insurance, Medicare supplement. (3) 10/07/2019 - Stillwater Real Estate LLC - Investment related - At reported business location(s) - Reps Business - start date:12/15/2015 - 20 hrs/mo - 0 hrs during trading. (4) 11/14/2022 - Stillwater Real Estate LLC - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 12/15/2015 - 12 Hours Per Month/6 Hours During Securities Trading (5) 03/24/2026 - Kelly Financial Services INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2008 - 120 hours per month/ during trading (6) 03/24/2026 - Kelly Financial Services Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/15/2016 - 1 hour per month/ during trading (7) 04/02/2026 - Stillwater Real Estate LLC - Real Estate Rental - Investment Related - Canton, OH - Start Date 01/01/2018 - 15 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-12 |
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