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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2022-12-01 |
| TX | RA | APPROVED | 2022-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Brookings | SD | 02/2017 | 11/2022 |
| Summit Brokerage Services, Inc. | Brookings | SD | 08/2016 | 02/2017 |
| Securities America Advisors | Brookings | SD | 02/2019 | 11/2022 |
| Lpl Financial Llc | Brookings | SD | 11/2022 | Present |
1) 2026-04-20 - n/a - Notary - Y - 0 - 0 - at reported business location(s) - 2026-03-27 - I notarize client signatures on documents that require it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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