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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-14 |
| AR | RA | APPROVED | 2010-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bentonville | AR | 12/2010 | Present |
1. 09/19/2012: AVERY HUDSON WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 01/15/2013: AVERY HUDSON WEALTH MANAGEMENT LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S)- NO TIME SPENT 3. 01/06/2014: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIEM SPENT - INS TYPES: LIFE, FIXED ANNUITIES 4. 03/04/2014: AVERY HUDSON WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - PRESIDENT OF AVERY HUDSON INSURANCE. INS TYPES: PROPERTY & CASUALTY, OTHER INSURANCES. 5. 1/5/2021 - AH Real Estate LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - 1104 SW 2nd Street Bentonville, AR 72712 (& seeking location in Siloam Springs AR) - Real Estate Rental - Started 06/29/2020 - 1 Hour Per Month/During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-30 |
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