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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-03-13 |
| MO | RA | APPROVED | 2010-10-19 |
Branch Locations
16150 Main Circle Dr Ste 210, Chesterfield, MO 63017-4689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Chesterfield | MO | 10/2010 | Present |
1. 10/15/2010 - DURR WEALTH PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 01/30/2024 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 09/11/2017 - 5 Hours Per Month During Securities Trading. 3. 07/31/2024 - Durable Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/12/2024 - 150 Hours Per Month/ 8 Hours During
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-23 |
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