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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| WY | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Sheridan | WY | 04/1998 | 01/2026 |
| Lpl Financial Llc | Sheridan | WY | 01/2026 | Present |
1- 12/2025 / Legacy Ridge Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 140 hrs during trading / At reported business location(s) 2- 12/2025 / Legacy Ridge Partners, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 5 hrs mth / Sheridan, WY / Start date: 12/10/2025 3- 12/2025 / Montecito Villa / Real Estate Rental / Investment Related / 1 hr mth / Sheridan, WY / Start date: 05/01/2025 4- 12/2025 / Boley Properties, LLC / Real Estate Rental / Investment Related / 2 hr mth / Big Sky / Start date: 03/01/2010 5- 03/05/2026 - LegacyWorth Framework (Trademark) - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/20/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-06 |
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