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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-13 |
| KS | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services | Columbus | OH | 07/2004 | 09/2021 |
| Millennium Brokerage Group | Brentwood | TN | 09/2021 | 07/2022 |
| Lpl Financial Llc | Lawrence | KS | 08/2022 | Present |
1)08/26/2022 - WRI Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)08/26/2022 - Matthew T Secrest - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3)08/26/2022 - Real Estate Rental - Co-Owner - Inv Rel - Venice, FL - Start: 06/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-17 |
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