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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-04 |
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2015 | 10/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2015 | 10/2023 |
| Lpl Financial Llc | Cedartown | GA | 10/2023 | Present |
1) 09/05/2023 - Real Estate Rental - owner - GA 30125 - Investment related - 1% time spent - Start date: 09/01/2022. 2) 09/05/2023 - Matthew 25 Advisors. Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 10/02/2023 - Non-Variable Insurance - Agent selling fixed insurance - Inv. Related- Cedartown, GA- start date 10/2/2023- 8hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-22 |
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