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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Melville | NY | 05/2014 | Present |
1. 6/5/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2017 - 2 Hours Per Month During Securities Trading - Life and Disability Insurance sales - Fixed insurance. 2. 10/6/2020 - ASH Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2020 - 1 Hour Per Month During Securities Trading. 3. 11/30/2021 - Life Policy Pros - Investment Related - At Reported Business Location(s) - Insurance Agency - Agent - Start Date: 11/19/2021 - 5 Hours Per Month/2 Hours During Securities Trading. 4. 10/01/2024 - George Lorenz - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/19/2024 - 10 Hours Per Month/ During Trading 5. 12/18/2024-George Lorenz- Non-Variable Insurance-INV Related- At Reported Business Location(s) -Start date 04/08/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-31 |
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