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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-24 |
| VA | RA | APPROVED | 2005-05-05 |
Branch Locations
2206 S. Main St., Ste. D, Blacksburg, VA 24060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Blacksburg | VA | 05/2005 | Present |
(1) 12/20/2004: DISCOVERY FINANCIAL SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 05/23/2005: SELL HEATLH INSURANCE TO SELF - Non-Variable Insurance - Investment Related - At Reported Business Location(s) (3) 11/10/2008: NO BUSINESS NAME - INV REL - REAL ESTATE RENTAL - 1% OF TIME SPNET - TIMESHARE PROPERTY CO-OWNER (4) 11/21/2008: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - SELL INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (5) 12/26/2008: ADVENTURE HOBBIES, INC - RETAIL BUSINESS INVESTMENT - 10% OF TIME SPENT - OWN S CORP FOR HOBBY SHOP (6) 01/20/2011: DFS INC - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - 90% OF TIME SPENT - OWNER (7) 04/17/2026 - Truck Tasty LLC - Business Owner - Not Investment Related - Christiansburg, VA - Start Date 04/01/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-10 |
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