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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-10 |
| VA | RA | APPROVED | 2017-04-20 |
Branch Locations
200 Westgate Parkway, Ste 103, Henrico, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Henrico | VA | 08/2012 | Present |
| Claris Financial, Llc | Henrico | VA | 08/2012 | 08/2017 |
1. 10/10/2017 - Abacus Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/28/2017 - 60 Hours Per Month/30 Hours During Securities Trading. 2. 3/8/2021 - Highland Capital - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 2/10/2021 - 30 Hours Per Month/20 Hours During Securities Trading - Selling the Life Insurance and servicing the policies. 3. 10/19/2021 - Abacus Consortium, LLC - Not Investment Related - At Reported Business Location(s) - Business Owner - Start Date: 05/26/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 4) 05/13/2025 - Abacus Educational Services, LLC - Not Investment Related - Other - Financial Education - Start Date:05/30/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
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