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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fi Plan Partners | Hoover | AL | 12/2015 | Present |
| Lpl Financial Llc | Birmingham | AL | 09/2015 | Present |
1) 9/01/2017 - FI-Plan Partners LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-19 |
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