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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| VA | RA | APPROVED | 2016-03-24 |
Branch Locations
124 Newman Ave, Suite 101, Harrisonburg, VA 22801 • United States
Broadway, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Harrisonburg | VA | 09/2015 | Present |
| Public Partnerships Llc | Harrisonburg | VA | 03/2013 | Present |
(1) 12/18/2015: Public Partnerships - Outside/W-2 Employment - Not Investment Related - 40 Broad Street, 4th Floor, Boston, MA 02109 - Start 03/01/2013 - 80 Hr/Mo; 0 Hour(s) During Securities Trading; 15% Time Spent - Companion services for Public Partnerships (2) 08/30/2016: Larson Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 578 E. Market Street, Harrisonburg, VA 22801 - Start 09/06/2016 - 160 Hr/Mo; 1560 Hour(s) During Securities Trading (3) 11/06/2017: No Business Name - Investment Related - At Reported Business Location(s) - Notary - start 05/04/2015 - 1 hour per month during securities trading. (4) 06/15/2022 - Sage Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/04/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
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