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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-03-19 |
| IA | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | 03/2024 |
| Danville Csd | Danville | IA | 05/2016 | 06/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2021 | 03/2024 |
| Lpl Financial Llc | Trussville | AL | 03/2024 | Present |
1- 03/14/2024 - Heritage Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 2608 Salem Rd - Start date: 01/01/2020 - 1 Hrs/Mth - 0 Hrs During Trading. 2- 03/14/2024 - RCM Capital Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business locations - Start Date:1/1/2020 - 160 hrs mth / 1 hr during trading. 3) 08/14/2025 - Willow Brakes - Investment Related - Real Estate Rental - Home Based - Start Date:09/01/2025 - 2 Hrs/Mth - 1 Hrs During Trading. 4) 08/29/2025 - Guardabarranco - Investment Related - Home Based - Other - Fishing Charter - Start Date:03/01/2025 - 3 Hrs/Mth - 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-28 |
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