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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| NM | RA | APPROVED | 2020-01-20 |
Branch Locations
6749 Academy Rd Ne Ste A, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Investment Designs Dba Bold Financial Group | Albuquerque | NM | 07/2018 | 07/2019 |
| Unemployed | Broken Arrow | OK | 04/2012 | 03/2017 |
| Senegence International, Inc | Albuquerque | NM | 03/2017 | Present |
| Lpl Financial | Albuquerque | NM | 07/2019 | 12/2021 |
| Lpl Financial | Albuquerque | NM | 01/2022 | Present |
1) 03/2017 - Direct Sales (Multi-level Marketing) - SeneGence International, Inc - 0% - NOT INVESTMENT RELATED - ALBUQUERQUE, NM 87109 2) 06/07/2023 - Legacy Investment Designs, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 07/01/2018 - 173 Hours Per Month/ 130 Hours During Securities Trading 3) 07/24/2024 - Bold Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/01/2018 - 173 Hours Per Month/ 130 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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