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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sarasota | FL | 01/2023 | Present |
| Ameriprise Financial Services, Inc | Sarasota | FL | 10/2009 | 01/2023 |
| Ameriprise Financial Services, Inc | Sarasota | FL | 10/2009 | 01/2023 |
1) 01/06/2023 - SCHUR FINANCIAL - Non-Variable Insurance - Indexed Annuities - Sarasota, FL 342411 - Investment related - 1 hour per month - Start date: 12/02/2022. 2) 01/06/2023 - The InCompass Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 01/06/2023 - Schur Financial, LLC - Business Entity For Tax/Investment Purposes Only - Owner - Sarasot, FL 34241 - Investment related - 160 hours per month - Start date: 11/16/2022. 4) 05/20/2024 - Highlander Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-24 |
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