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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-09 |
| FL | RA | APPROVED | 2016-07-15 |
Branch Locations
12455 Northlake Blvd, Ste 604, Palm Beach Gardens, FL 33418 • United States
563 N. State Rd 7, Royal Palm Beach, FL 33411 • United States
2801 Pga Blvd, Palm Beach Gardens, FL 33410 • United States
6779 W. Indiantown Rd, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Palm Beach Gardens | FL | 07/2016 | Present |
1) 06/23/2016 - Velocity Community Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/01/2016 - 160 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
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