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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Greer | SC | 02/2016 | Present |
1. 02/17/16-Sims & Karr Financial Solutions/DBA for LPL Business (entity for LPL business)/304 N Main Street, Greer, SC 29650/Start Date:6/1/2015/100%. 2) 09/15/2025 - Trade Street Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/10/2025 - 174 Hrs/Mth - 7 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-09 |
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