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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Corvallis | OR | 08/2007 | 11/2017 |
| Future Planning Systems Inc. | Eugene | OR | 07/1999 | Present |
| Lpl Financial Llc | Corvallis | OR | 11/2017 | Present |
1. 11/29/2017 - Junction City School District - Not Investment Related - Junction City, OR - Other - Coach. 2. 11/29/2017 - Future Planning Systems, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - RIA - Sales rep and registered rep - 4 Hours Per Month/0 Hours During Securities Trading - DBA for Insurance. 3. 10/22/2021 - JC Sports LLC - Investment Related - 1681 8th Place - Other-LLC Owner - Start Date: 07/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Formed to create youth basketball / soccer / etc camps.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
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