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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2011-08-01 |
Branch Locations
8321 Sangre De Cristo Rd #100, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lakewood | CO | 08/2011 | Present |
(1) 8/1/2011: AFC WEALTH MANAGEMENT GROUP - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - LIFE INSURANCE AND ANNUITY SALES. (2) 6/30/2014: INTEGRATED FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 1 HOUR PER MONTH/0 Hours During Securities Trading. (3) 7/8/2014: AFC TAX AND ACCOUNTING SERVICES, INC. - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Started 08/01/11 - 0 Hours Per Month. (4) 3/10/2015: AFC WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 03/05/2015 - 5 HR/MO ALL DURING SECS TRDG HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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