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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-01 |
Branch Locations
2500 N Military Trl Ste 472, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegence Health Management, Inc | Shreveport | LA | 01/2018 | 06/2018 |
| Robertson Law Firm | New Orleans | LA | 07/1995 | Present |
| Robertson Aviation, Inc | New Orleans | LA | 01/1985 | Present |
| Robbie & Chris, Inc | New Orleans | LA | 01/1985 | Present |
| Lpl Financial, Llc | Ft. Lauderdale | FL | 01/2021 | Present |
1) 01/29/2021 - ATTORNEY - Robertson Law Firm - Not Investment Related - 145 Robert E. Lee Ste 400 New Orleans, LA 70124 - 15% - Strated 07/1995 2) 01/29/2021 - BUSINESS OWNER - Robbie & Chris, Inc. - Investment Related - 100 Linton Blvd Suite 122-B, Highland Beach FL - 15% - Started 1/1985 3) 01/29/2021 - BUSINESS OWNER - STATESVILLE NC, LLC - Investment Related - 100 Linton Blvd Suite 122-B, Highland Beach FL - 5% - Started 1999 4) 01/29/2021 - DBA for LPL Business (entity for LPL business) - Pence Financial Group - Investment Related - Ft. Lauderdale, FL - 65% 5) 01/29/2021 - Robertson Aviation, Inc - Business Owner - Investment Related - Real Estate and Development Management - 100 Linton Blvd Suite 122-B, Highland Beach, FL - Start Date 01/1985 - Time Spent 5%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-12 |
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