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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-25 |
| TX | RA | APPROVED | 2023-10-24 |
Branch Locations
4401 Rockside Road Ste 310, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Independence | OH | 09/2005 | 10/2023 |
| Lpl Financial | Independence | OH | 10/2023 | Present |
1) 9/2023 - ViewPoint Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 170hrs/month - 100% time spent 2) 03/05/2025 - Invman, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:03/15/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-25 |
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