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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-11 |
| WA | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Sioux Center | IA | 01/2017 | 03/2024 |
| Money Concepts | Sioux Center | IA | 02/2016 | 01/2017 |
| Lpl Financial Llc | Lynden | WA | 03/2024 | Present |
1) 02/27/2024 - Lynden Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Started: 2/15/2024 - 140 Hrs/Mo; 6 Hrs During Trading. 2) 02/27/2024 - Non-Variable Insurance - Selling: term, universal, disability, LTC - Pinnacle group, crump insurance services - WA 98264 - Investment related - 20 Hours per month - Start date: 02/15/2024. 3) 02/27/2024 - OC Apartments LLC - Real Estate Rental - owner - IA 51041 - Investment related - 1 Hour per month - Start date: 09/01/2022. 4) 02/27/2024 - Le Mars Apartments LLC - Real Estate Rental - owner - Orange City, IA - Investment related - 1 Hour per month - Start date: 09/01/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-20 |
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