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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
| AZ | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Webster | TX | 06/2018 | 02/2025 |
| Lyft | Bloomington | IN | 02/2017 | 06/2018 |
| The District Tap | Indianapolis | IN | 05/2016 | 01/2018 |
| The Mather Group | Chicago | IL | 05/2017 | 08/2017 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2018 |
| Indiana University | Indianapolis | IN | 08/2016 | 05/2017 |
| Charles Schwab Bank, Ssb | Webster | TX | 02/2020 | 02/2025 |
| Lpl Financial Llc | Tucson | AZ | 02/2025 | Present |
1)02/10/2025 - Aspire Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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