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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Svcs | Houma | LA | 06/2003 | 03/2024 |
| Pfs Investments Inc. | Houma | LA | 10/2003 | 03/2024 |
| Lpl Financial Llc | Houma | LA | 03/2024 | Present |
1- 02/2024 / Trinitas Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-13 |
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