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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-21 |
| VA | RA | APPROVED | 2019-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Glen Allen | VA | 12/2015 | 08/2019 |
| Mml Investors Services | Glen Allen | VA | 07/2016 | 08/2019 |
| Lpl Financial, Llc | Richmond | VA | 08/2019 | Present |
1. 08/20/2019 - Moore Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2019 - 160 hr/mth 2. 08/20/2019 - FIXED INSURANCE - inv rel - at reported business location(s) - start: 08/2019 3. 04/05/2022 - ALCO Wealth Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 03/04/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 11/20/2023 - ALCO Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/07/2023 - 120 Hours Per Month/ During Trading 5. 08/08/2024 - Allen Coor Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/06/2024 - 120 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
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