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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| MO | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 07/2012 | Present |
| Central Trust Bank | Jefferson City | MO | 07/2012 | Present |
| Lpl Financial Llc | Jefferson City | MO | 02/2018 | Present |
1. 02/14/2018 - INVESTOR SERVICES INSURANCE INC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent. 2. Central Investment Advisors - Business - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-31 |
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