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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-01 |
| IL | RA | APPROVED | 2010-12-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lagrange | IL | 12/2010 | Present |
1. 11/24/2010 - Family Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 2/14/2012 - OTHER-NOTARY PUBLIC - NOTARY PUBLIC 3. 2/24/2012 - NON-VARIABLE INSURANCE - APPOINTED WITH PRODUCERS FINANCIAL GROUP MIDWEST (PFG) FOR CERTIAN LIFE INSURANCE CASES, PRUDENTIAL & PROTECTIVE LIFE. - TIME SPENT 1% 4. 02/27/2014 - JLC WEALTH MANAGEMENT - FOR ACCOUNTING PURPOSES ONLY - TAX AND ACCOUNTING PURPOSES ONLY. NEW OUTSIDE BUSINESS ACTIVITY, COLLECTING RENTS FROM ONE LICENSED PERSON (67-HD) AND TWO NON-LICENSED SUB-TENANTS WITHIN OUR OFFICE SUITE. SUB-TENANTS ARE NEITHER CLIENTS OF OURS (67-GD & 67-HD) NOR CLIENTS OF LPL. PURPOSE BEING RENTS PAID WILL GET D- TIME SPENT 0%- LAGRANGE, IL 5) 01/09/2025 - J.B.E.L. Properties LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:01/15/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-20 |
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