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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| ND | RA | APPROVED | 2020-02-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Bank | Bismarck | ND | 10/2013 | 12/2017 |
| Benchmark Mortgage | Bismarck | ND | 12/2017 | 05/2019 |
| Lpl Financial Llc | Bismark | ND | 05/2019 | Present |
| Cornerstone Bank | Bismarck | ND | 05/2019 | Present |
1. 6/3/2019 - Cornerstone Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 08/30/2023 - Lockton Affinity, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/02/2019 - 10 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-06 |
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