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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-01-16 |
| TX | RA | APPROVED_RES | 2021-12-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
812 E Main St, Greenfield, IN 46140 • United States
961 Keystone Way, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crawford & Associates | Carmel | IN | 01/2005 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2013 | 12/2021 |
| Lpl Financial, Llc | Greenfield | IN | 12/2021 | Present |
1. 01/01/1999 - FORTY FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 90%/ GREENFIELD, IN 2. 10/01/2005 - CRAWFORD & ASSOCIATES, PSC/ TAX PREP/ACCOUNTING/CPA/ INVESTMENT RELATED/ 0%/ CARMEL, IN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-10 |
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