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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2011-12-19 |
Branch Locations
7420 South County Line Road, Burr Ridge, IL 60527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burr Ridge | IL | 12/2011 | Present |
1. 12/15/2011 - BUCKINGHAM FINANCIAL - INV REL - AT REPORTED LOCATION -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 05/31/2023 - Optimus Producer Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/26/2023 - 10 Hours Per Month/ 2 Hours During Securities Trading 3. 04/10/2026 - Financial Planner - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/22/2024 - 10 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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