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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-14 |
| MI | RA | APPROVED | 2024-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Strategies | Denver | CO | 06/2019 | 01/2024 |
| Amare, Inc | Los Angeles | CA | 06/2016 | 05/2019 |
| Southern Ute Tribal Government | Ignacio | CO | 10/2018 | 08/2021 |
| City Of Durango | Durango | CO | 10/2018 | 06/2020 |
| Nylife Securities Llc | Denver | CO | 12/2021 | 01/2024 |
| Sunute Community Center | Ignacio | CO | 09/2018 | 08/2021 |
| Eagle Strategies Llc | Denver | CO | 08/2022 | 01/2024 |
| Trustage | Manton | MI | 01/2024 | Present |
| Lpl Financial Llc | Manton | MI | 03/2024 | Present |
1) 02/2024 - Cuna Mutual Group Executive Benefits Solution / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 02/2024 - Real Estate Rental / Owner / Inv. Related / CO 81147 / Starting date 06/01/2016 - 3 Hrs per month - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
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