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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-29 |
| NC | RA | APPROVED | 2008-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cary | NC | 11/2008 | Present |
1. 12/24/2015 - NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - START 01/01/2016 - 4 Hours Per Month During Securities Trading - Long-term care. 2. 1/6/2020 - Hall & Burns Wealth Management, LLC - DBA: Hall & Burns Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/19/2008. 3. 8/10/2021 - Hall & Burns Tax Management, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 7/31/2021 - 10 Hours Per Month/1 Hours During Securities Trading - Tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-06 |
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