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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-22 |
| TX | RA | APPROVED_RES | 2022-11-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 12/2019 | 11/2022 |
| Ameris Bank | Gainesville | FL | 10/2017 | 12/2019 |
| Harbor Community Bank | Gainesville | FL | 01/2017 | 10/2017 |
| Munroe Regional Medical Hospital | Ocala | FL | 09/2015 | 01/2017 |
| Lincoln Investment | Fort Washington | PA | 08/2021 | 11/2022 |
| Capital Analysts | Fort Washington | PA | 08/2021 | 11/2022 |
| Seacoast Bank | Williston | FL | 11/2022 | Present |
| Lpl Financial Llc | Williston | FL | 11/2022 | Present |
1)11/2022- Seacoast Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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