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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-06 |
| FL | RA | APPROVED | 2007-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Grand Blanc | MI | 10/2007 | Present |
1. 7/19/2011 - LEGACY CAPITAL - FOR ACCOUNTING PURPOSES ONLY - USING FOR TAX REPORTING ONLY - NO MARKETING OR ADVERTISING. DO NOT USE THIS NAME FOR ANYTHING ELSE. - 0% OF TIME SPENT - GRAND BLANC, MI. 2. 10/05/2011 - Legacy Consultants Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 03/03/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Notary Public - 02/21/2017 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 10/31/2017 - No Business Name - Not Investment Related - Swartz Creek, MI - Real Estate Rental - I inherited a home from my mom - Start Date 10/31/2017 - 1 Hour Per Month - Real Estate Rental. 5. 11/15/2021 - Legacy Capital - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/28/2020 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-16 |
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