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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
3333 Michelson Drive Suite 820, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise | Phoenix | AZ | 01/2025 | Present |
| American Senior Benefits | Scottsdale | AZ | 01/2021 | 01/2025 |
| Chelsea School District | Chelsea | MI | 01/2014 | 01/2021 |
1) 07/20/2026-Retirement Center-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/13/2026-10hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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