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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-29 |
| NY | RA | APPROVED | 2021-08-03 |
| MA | RA | APPROVED | 2019-07-16 |
Branch Locations
15 Brook St, Cohasset, MA 02025 • United States
350 Old Country Rd Ste 100, Garden City, NY 11530-1701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lean & Local Llc Dba Leanbox | Boston | MA | 06/2015 | 11/2018 |
| Bentley University | Waltham | MA | 08/2016 | 06/2019 |
| Lpl Financial, Llc | Garden City | NY | 11/2018 | 07/2019 |
| Lpl Financial, Llc | Gardent City | NY | 07/2019 | Present |
1. 4/8/2019 - Plan 4, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/03/19 - 160 Hours Per Month/8 Hours During Securities Trading 2. 07/25/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:07/17/2019 - 20 hrs/mo - 1 hrs during trading. 3. 01/13/2025 - Plan 4, Inc.- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025- 160 hours per month/ 130 hours during trading 4. 01/21/2025 - Plan 4 Insurance Services, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/22/2023 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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