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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| FL | RA | APPROVED | 2018-08-16 |
| AR | RA | APPROVED | 2018-06-25 |
| IL | RA | APPROVED | 2015-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Quincy | IL | 01/2015 | Present |
| Bank Of Springfield | Quincy | IL | 01/2015 | Present |
1. 6/10/2019 - BOS Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/20/2018 - 1 Hour Per Month During Securities Trading. 2. 2/21/2020 - BoS Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/31/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 03/07/2024 - BOS Wealth & Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/11/2024 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-22 |
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