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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-21 |
| AL | RA | APPROVED | 2015-07-23 |
Branch Locations
220 Providence Main St Nw #101, Huntsville, AL 35806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amy Milar | Huntsville | AL | 01/2012 | Present |
| Lpl Financial Llc | Madison | AL | 03/2014 | Present |
(1) 04/01/2015: Benefit Strategies and Solutions - Non-Variable Insurance - Not Investment Related - 108 Brightfield Ct. Madison AL 35757 - 10% Time Spent - Life, AD&D, Short Term Disability, Long Term Disability, Health, Dental, Vision (2) 08/30/2016: Provident Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - 7600 Highway 72 West, Suite 202, Madison, AL 35758 - Start 08/26/2016 - No Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-15 |
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