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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-28 |
| WA | RA | APPROVED | 2013-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stanwood | WA | 11/2012 | Present |
1. 10/06/2012 - Menzies Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 9/4/2019 - Truluma - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/06/2019 - 1 Hour Per Month 1 Hr During Securities Trading. 3. 09/29/2021 - Washington Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 05/23/2022 - Real Estate Rental - Investment Related - Marysville, WA - Start Date - 03/01/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading. 5. 06/11/2025 - Menzies Family LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location (s) - Start Date:06/06/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
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