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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2017-11-29 |
| VA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corp | Irvine | CA | 07/2001 | Present |
| Lpl Financial Llc | Irvine | CA | 11/2017 | Present |
1. 11/29/2017 - No Business Name - Investment Related - Non-Variable Insurance - AGENT - Start Date 2016 - 5 Hours Per Month - TERM INSURANCE, LIFE INSURANCE, UNIVERSAL LIFE. 2. 11/29/2017 - No Business Name - Not Investment Related - Abilene, TX - Real Estate Rental - OWNER - Start Date 2003 - 10 Hours Per Month. 3. 11/29/2017 - SONGER'S HANDYMAN SERVICE - Not Investment Related - Other - Start Date 2002 - 10 Hours Per Month. 4. 11/29/2017 - EXECUTIVE PLANNING GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - owner - Start Date 2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-18 |
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