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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2005-07-29 |
Branch Locations
24445 Garrett Hwy, Suite 101, Mc Henry, MD 21541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mc Henry | MD | 07/2005 | Present |
1) 02/09/2011 - YOUGH RIVER HILL, LLC - REAL ESTATE RENTAL - PURCHASED LAND WITH BURTON LYTLE (FATHER) AND GREGORY LYTLE (BROTHER) ADJACENT TO FAMILY PROPERTY. IT HAS A HOUSE ON PROPERTY THAT WE RENT TO HELP OFFSET TAXES AND INSURANCE. FORMED YOUGH RIVER HILL, LLC TO HOLD PROPERTY. RENTER IS NOT A CUSTOMER. - 1% OF TIME SPENT 2) 04/02/2025 - Boggs and Company Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/19/2025 - 40 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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