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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-11-29 |
| KY | RA | APPROVED | 2017-11-29 |
Branch Locations
503 Washburn Ave., Ste 201C, Louisville, KY 40222 • United States
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 |
|---|---|---|---|---|
| Investment Centers Of America | Louisville | KY | 02/2014 | Present |
| Lpl Financial Llc | Louisville | KY | 11/2017 | Present |
1. 02/14/2018 - Morton Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/15/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-13 |
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