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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilmette | IL | 06/2022 | Present |
| Robert W. Baird | Milwaukee | WI | 06/2017 | 06/2022 |
| Robert W. Baird | Milwaukee | WI | 05/2016 | 05/2017 |
| Marquette University | Milwaukee | WI | 08/2015 | 05/2017 |
1) 06/02/2023 - Beacon Financial Services, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
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