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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Burnsville | MN | 07/2013 | Present |
| Mml Investors Services, Llc | Burnsville | MN | 08/2013 | 11/2021 |
| Lpl Financial, Llc | Burnsville | MN | 11/2021 | Present |
1) 2013 - DBA for LPL Business (entity for LPL business) - MORGAN PLANNING GROUP, LLC - Investment Related - Burnsville, MN 55306 2) 2007 - Non-Variable Insurance - Mark Booth - Investment Related - Burnsville, MN 55306
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-13 |
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