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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-02 |
| VA | RA | APPROVED | 2013-09-18 |
Branch Locations
135 Stewart Dr, Franklin, VA 23851-2450 • United States
Courtland, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bronco Federal Credit Union | Franklin | VA | 09/2000 | 01/2017 |
| Lpl Financial Llc | Franklin | VA | 01/2013 | Present |
1. 1/28/2013: Parker Farms LLC - Investment Related - Courtland, VA - Real Estate Rental - Time Spent 1% - Farm Land, Rented out for Crops, 172 acres. 2. 9/24/2013: Bronco Investment Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 1/4/2016: McCulley Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 40 Hours Per Month During Securities Trading. 4. 12/12/2016 - Williams Investment Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2017 - 160 Hours Per Month/140 Hours During Securities Trading. 5. 08/15/2023 - The Leah-Beth T Williams Revocable Trust - Investment Related - Courtland, VA - Real Estate Rental - Started 07/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-07 |
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