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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fishers | IN | 04/2014 | Present |
| Plan Intelligence, Llc | Fishers | IN | 07/2016 | 04/2021 |
(1) 04/28/2014: Michigan State Alumni Association Board - Community, Civic and Charitable Board - NOT INV REL - At Reported Business Location(s) - Board Member - 5% Time Spent (2) 07/31/2024 - Infinitive Wealth Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/25/2014 - 160 Hour Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-16 |
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