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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Community School Corporation | Anderson | IN | 01/2017 | 12/2019 |
| Performance Tax Llc | Pendleton | IN | 02/2020 | Present |
| Carrington Mortgage | Westfield | IN | 01/2020 | 02/2020 |
| Anderson University | Anderson | IN | 06/2016 | 12/2019 |
| Mls Insurance Llc | Pendleton | IN | 02/2020 | Present |
| Performance Financial Group Llc | Pendleton | IN | 02/2020 | Present |
| Royal Alliance Associates, Inc. | Pendleton | IN | 06/2023 | 04/2025 |
| Lpl Financial Llc | Pendleton | IN | 04/2025 | Present |
1 - 03/2025 - Everardo Rodriguez - Notary - Inv Related - IN 46064 - OBA Start Date: 08/01/2020. 2 - 03/2025 - OUTFITTERS INC - Non-Profit Board Member - Not Inv Related - IN 46064 - OBA Start Date: 02/01/2023. 3 - 03/2025 - S&E REAL ESTATE LLC - Real Estate Rental - Inv Related - IN 46016 - OBA Start Date: 11/01/2021. 4 - 03/2025 - PERFORMANCE TAX LLC - Outside/W-2 Employment - Inv Related - IN 46064 - OBA Start Date: 02/24/2020. 5 - 03/2025 - MLS INSURANCE LLC - Property and Casualty - Inv Related - IN 46064 - OBA Start Date: 04/01/2020. 6 - 03/2025 - PERFORMANCE FINANCIAL GROUP LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 100 hours/month - 100 hours during trading At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
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