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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED_RES | 2019-02-08 |
Branch Locations
2553 1St Ave N, St. Petersburg, FL 33713 • United States
2200 Cabot Dr Ste 445, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Naperville | IL | 06/2015 | Present |
| Retirement Solutions, Inc. | Naperville | IL | 06/2015 | Present |
1. 06/23/2015 - RETIREMENT SOLUTIONS, INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ NAPERVILLE, IL 2. 06/12/2023 - Retirement Solutions of Florida, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 10/01/2021 - 160 Hours Per Month/ 8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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