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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| NJ | RA | APPROVED | 2022-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mt. Laurel | NJ | 04/2011 | 04/2022 |
| Bank Of America, N.A. | Mount Laurel | NJ | 06/2011 | 04/2022 |
| Lpl Financial Llc | Pitman | NJ | 04/2022 | Present |
1) 01/14/2022 - Main Street Investment Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 - 160 Hr/Mth 2) 01/14/2022 - Real Estate Rental - Owner - Inv Rel - Vero Beach, FL - Start: 11/2021 - 1 Hr/Mth 3) 09/28/2022 - Todd Panto LLC - Not Investment Related - At Reported Business Location(s) - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 09/14/2022 - 40 Hours Per Month/40 Hours During Securities Trading 4) 04/06/2023 - Medicare Coach LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 01/05/2023 - 2 Hours Per Month/0 Hours During Securities Trading 5) 12/13/2023 - 6146 7TH STREET LLC - Real Estate Rental - Investment Related - Vero Beach, FL - Start Date 01/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-02 |
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