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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1710 S Amphlett Blvd Ste 128, San Mateo, CA 94402 • United States
1710 S Amphlett Blvd Ste 128, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | San Mateo | CA | 08/2008 | 07/2025 |
| Lpl Financial Llc | San Mateo | CA | 07/2025 | Present |
1. 07/10/2025- Sid Financial Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/29/2004- 167 Hours Per Month- 167 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-23 |
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