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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2025 | 06/2025 |
| Wilson | Tampa | FL | 10/2024 | 02/2025 |
| Topbloc | Chicago | IL | 09/2017 | 03/2024 |
| Brooksource | Indianapolis | IN | 06/2016 | 09/2017 |
| Unemployed | St. John | IN | 03/2024 | 10/2024 |
| Lpl Financial, Llc | Crown Point | IN | 06/2025 | Present |
| Oak Partners, Inc. | Crown Point | IN | 06/2025 | Present |
1 - 06/2025 - Oak Partners, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At reported business location(s) - OBA Start Date: 06/30/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-14 |
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