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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
Branch Locations
519 S Carroll Blvd., Suite 107, Denton, TX 76201 • United States
Wylie, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 02/2016 | 05/2023 |
| Spc | Ann Arbor | MI | 01/2017 | 05/2023 |
| Lpl Financial Lcc | Wylie | TX | 05/2023 | Present |
1. 1. 05/18/2023 - Blair Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 06/29/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 08/23/2021 - 2 Hours Per Month/ 1 Hour During Securities Trading - Time Spent 1% 3. 05/23/2024 - Blair Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 05/08/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-28 |
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