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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-03 |
| CO | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm | Greenley | CO | 04/2002 | Present |
| Investment Centers Of America, Inc. | Greeley | CO | 06/2016 | 11/2017 |
| Lpl Financial Llc | Greely | CO | 11/2017 | Present |
1. 11/29/2017 - No Business Name - Not Investment Related - Other-Loan - Start Date 4/1/2017. 2. 1/5/2018 - Legacy Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/03/2018 - 800 Hours Per Month/800 Hours During Securities Trading. 3. 12/30/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/16/2019 - 20 Hours Per Month During Securities Trading - Medicare Supplements, DI and LTC 4. 08/14/2023 - Insource and Synchronize - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/15/2017 - 20 Hours Per Month/20 During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-20 |
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