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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED_RES | 2014-06-13 |
| CA | RA | APPROVED | 2009-03-09 |
Branch Locations
1500 41St Ave, Ste 244, Capitola, CA 95010 • United States
Winston-Salem, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Capitola | CA | 02/2009 | Present |
1. 11/03/2009 - OTHER-RETAIL CLOTHING - FORGETMENOT - WORK AS BOOKKEEPER AND SUPPORT FOR SMALL FAMILY RUN RETAIL BUSINESS. - TIME SPENT 3%. 2. 03/06/2013 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - IRREVOCABLE TRUST FOR MOTHER. - TIME SPENT 1%. 3. 8/15/2017 - SILVERTHORN - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/09/2017 - 1 Hour Per Month During Securities Trading. 4. 01/14/2019 - No business name - Investment related - Aptos, CA - Real Estate Rental - start date:12/20/2018 - 10 hrs/mo. 5. 10/27/2022 - No Business Name - Investment Related - APTOS, CA 95003 - Real Estate Rental - Start Date: 11/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-03 |
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