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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-21 |
| TX | RA | APPROVED | 2022-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 01/2013 | 11/2022 |
| Lincoln Investment Planning, Llc | Williston | FL | 07/2022 | 11/2022 |
| Capital Analysts, Llc | Williston | FL | 07/2022 | 11/2022 |
| Lpl Financial Llc | Williston | FL | 11/2022 | Present |
| Seacoast Bank | Williston | FL | 11/2022 | Present |
1) 11/14/2022 -Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 11/14/2022 - Levy County School Foundation - Not Investment Related - 4 West Park Ave., Chiefland, FL 32626 - Non-Profit Board Member - Board Member - Start Date - 07/01/2017 3) 11/14/2022 - City of Ocala Firefighter Pension Board - Not Investment Related - 110 SE Watula Ave, Ocala, FL 34471 - Non-Profit Board Member - Board Member - Start Date - 06/01/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-06 |
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