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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-11 |
| TX | RA | APPROVED_RES | 2022-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Monroe | LA | 09/2010 | 06/2022 |
| Bank Of America,N.A. | Monroe | LA | 06/2011 | 07/2022 |
| Lpl Financial | Monroe | LA | 07/2022 | Present |
1) 7/2022 - DBA for LPL Business (entity for LPL business) - Candor Wealth Partners - Investment Related - Monroe, LA 71201 2) 1/2021 - Real Estate Rental - Homefound, LLC - 1 hr/mon - Monroe, LA 71203 3) 07/07/2022 - Candor Wealth Partners, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
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