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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-05 |
| MS | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartfield Academy | Flowood | MS | 07/2018 | 05/2021 |
| Southstone Properties, Inc. | Brandon | MS | 05/2007 | 07/2018 |
| Lpl Financial Llc | Flowood | MS | 06/2021 | Present |
1) 06/21/2021 - Power Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2021 2) 04/27/2022 - Dixon Wells - Investment Related - Birmingham, AL 35243 - Non-Variable Insurance - Start Date - 03/31/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading 3) 09/08/2023 - Crump - Non-Variable Insurance - Independent Agent - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 1 Hour Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
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