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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-12 |
| VA | RA | APPROVED | 2011-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fairfax | VA | 10/2011 | Present |
1. 10/24/2011: DBA ONLY - INVESTMENT PLANNING SOLUTIONS, LLC - FAIRFAX, VA. 2. 11/21/2018 - Authentic Wealth Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - financial and retirement planning, wealth management, same as my current DBA - Start Date 04/01/2019 - 240 hours/per month - 8 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-25 |
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