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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
660 White Plains Rd Ste 345, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Creative Planners Group, Ltd. | Tarrytown | NY | 12/2003 | Present |
| Lpl Financial, Llc | Tarrytown | NY | 11/2017 | Present |
| National Planning Corporation | Tarrytown | NY | 08/2004 | 11/2017 |
1. 02/22/2018 - The Creative Planners Group, LTD - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 9/1/2001. 2. 02/22/2018 - The Creative Planners Group, LTD - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 9/1/2001. 3. 10/22/2024 - CPG - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 07/01/1988 - 200 Hours Per Month/ 120 Hours During Trading 4. 10/23/2024 - Lacey & Haley Holdings - Real Estate Rental - Investment Related - Ossining, NY; Greenwich, CT; Brigantine, NJ; Windham, NY; Hunter, NY - Start Date 04/01/2020 - 10 Hours Per Month/ 0 Hours During Trading 5. 10/23/2024 - MLS Planning & Consulting Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2004 - 200 Hours Per Month/ 180 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-28 |
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