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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-17 |
| AR | RA | APPROVED | 2020-01-16 |
Branch Locations
6576 Lynchs Prairie Cv, Ste A, Springdale, AR 72762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2020 |
| Lpl Financial Llc | Springdale | AR | 01/2020 | Present |
1) 3/25/2020 - The Point Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/16/2020 - 160 Hours Per Month During Securities Trading. 2) 03/03/2026 - Bancroft Financial, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Fayetteville, AR - Start Date 01/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-07 |
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