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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-25 |
| ND | RA | APPROVED | 2022-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kim O'BRien's Daycare | Dickinson | ND | 06/2015 | 05/2021 |
| Lpl Financial, Llc | Dickinson | ND | 06/2021 | Present |
1) 5/2022 - DBA for LPL Business (entity for LPL business) - Choice Wealth - Investment Related - Dickinson, ND 58601 2) 12/23/2024- Insource- Non-Variable Insurance- INV Related- At Dickinson, ND, Start date12/16/2024 - 5 Hours Per Month- 5 Hours During Trading 3) 12/23/2024- Insurance Design Network LLC- Non-Variable Insurance- INV Related- At Dickinson, ND, Start date12/16/2024 - 5 Hours Per Month- 5 Hours During Trading 4) 10/29/2025- Claddagh Wealth Management Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Dickinson, ND- Start date 07/01/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-05 |
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