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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-09-26 |
Branch Locations
6749 Academy Rd Ne Ste A, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Investment Design Dba Bold Financial Group | Albuquerque | NM | 08/2020 | 06/2022 |
| Presbyterian Healthcare Services | Albuquerque | NM | 05/2019 | 08/2020 |
| Bj's Restaurants | Albuquerque | NM | 03/2019 | 10/2019 |
| Bj's Restaurants | Mesa | AZ | 08/2018 | 03/2019 |
| Presbyterian Medical Services | Bernalillo | NM | 10/2013 | 08/2018 |
| Lpl Financial | Albuquerque | NM | 07/2022 | Present |
1-06/2022 / Bold Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / Albuquerque, NM 2) 05/21/2025 - Door Dash - Not Inv. Related - Various Locations Delivery Driver - Outside/W-2 Employment - Start Date:05/24/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-23 |
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