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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
Branch Locations
201 W Marion Ave, Suite 1303, Punta Gorda, FL 33950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 05/2011 | Present |
| Englewood Bank | Port Charlotte | FL | 05/2011 | Present |
| Lpl Financial Llc | Port Charlotte | FL | 02/2018 | Present |
1. 02/14/2018 - Bedrock Asset Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/15/2018 - 160 Hours Per Month/160 During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-05 |
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