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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-14 |
| FL | RA | APPROVED | 2012-09-06 |
Branch Locations
12800 University Dr Ste 285, Fort Myers, FL 33907-5684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Myers | FL | 02/2012 | Present |
| Mills-Price & Associates, Inc. | Fort Myers | FL | 11/2012 | 09/2018 |
1. 11/11/2016: The Wealth Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/01/2016 - 160 Hours Per Month During Securities Trading. 2. 12/16/2021 - The Girl With the Blueprint (TGWTB) - Not Investment Related - Home Based - Outside/W-2 Employment - Manager - Start Date: 11/1/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Etsy shop.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-21 |
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