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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-06 |
| TX | RA | APPROVED | 2007-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Traverse City | MI | 05/2007 | Present |
1. 07/12/2012: DBA ONLY / SUPERIOR INVESTMENTS AND RETIREMENT PLANNING / TIME SPENT 90% 2. 10/23/2018 - No Business Name - Not Investment Related - No Address - Other - Notary - Start Date:03/23/2018 - 1 Hours Per Month/1 Hours During Trading. 3. 4/5/2019 - Advanced Financial Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2019 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 01/09/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 12/21/2022 - 2 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-07 |
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