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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Planning Partners | Dallas | TX | 02/2004 | Present |
| Invest Financial Corporation | Dallas | TX | 01/2011 | 02/2018 |
| Lpl Financial Llc | Plano | TX | 02/2018 | Present |
1. 02/14/2018 - MILESTONE INSURANCE & INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - Insurance Agency - CFO - Start Date 02/01/11 - 2 Hours Per Month - Medicare - Manages all operations. 2. 8/15/2018 - Milestone Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2018 - 160 Hours Per Month/100 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-15 |
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