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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-06 |
| NC | RA | APPROVED | 2010-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Smithfield | NC | 12/2010 | Present |
1. 12/10/2012 - Keycorp Advisors, Inc - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 04/11/2017 - Acera Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 2/21/2021 - No Business Name - Investment Related - Wilmington, NC - Real Estate Rental - Started 01/25/2021 - 1 Hour Per Month/0 Hours During Securities Trading 4. 06/08/2023 - The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 06/05/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-29 |
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