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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-12-20 |
Branch Locations
907 N. Walnut St., Lumberton, NC 28359 • United States
3120 S Church St Ste 101, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lumberton | NC | 12/2007 | Present |
1.11/28/2007 - CPA AFFILIATE PROGRAM - INV REL - 99% TIME SPENT - PARTNER OF TRADITIONAL ACCOUNTING FIRM 2. 03/19/2024 - Lennon Family IRRV Trust 12/28/1995 - Non-inv Related - Lumberton, NC - Act in a Fiduciary Capacity - Trustee - Started: 12/28/1995 - 1 Hr/Mo During Trading. 3. 03/19/2024 - Clifford IRRV Trust 7-1-1991 - Act in a Fiduciary Capacity - Trustee - Not Investment Related - At Reported Business Location(s) - Start Date 07/01/1991 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-24 |
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