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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-14 |
| FL | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Varde Partners | Minneapolis | MN | 09/2018 | 12/2021 |
| Lpl Financial, Llc | Naples | FL | 05/2022 | Present |
| Northern Trust Asset Management | Chicago | IL | 07/2016 | 08/2018 |
| Homemaker | St Petersburg | FL | 01/2022 | 04/2022 |
1) 10/25/2024 - Retirement Solutions of Florida, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 01/03/2000 - 200 Hours Per Month/ 9 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-23 |
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