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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| TN | RA | APPROVED | 2004-03-26 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Union City | TN | 01/1998 | Present |
1. 11/06/2002: BEARD & SISCO INVESTMENT CENTER, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 09/11/2015 - Beard & Sisco - INV REL - 800 first St. Union city, TN 38261 - DBA for LPL Business (entity for LPL business) - START 07/20/15 - 1 HOUR PER MONTH, 0 DURING TRADING 3. 05/01/2017 - Discovery Partners Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 8 Hours Per Month/4 Hours During Securities Trading. 4. 6/9/2017 - No Business Name - Investment Related - 216 Stone Brook Ridge, Union City TN 38261 - Real Estate Rental - Started 06/15/2017 - 1 Hours Per Month During Securities Trading - Purchasing 89 acres that adjoin home. 5. 6/20/2017 - No Business Name - Investment Related - 800 S 1st Street, Union City, TN 38261 - Real Estate Rental - Started 09/01/2013 - 1 Hour - Per Month During Securities Trading - Owner of office building. 6. 7/9/2019 - Rock Springs Farm - Not Investment Related - 216 Stone Brook Ridge Union City Tn 38261 - Other-Business Owner - Started 04/01/2019 - 30 Hours Per Month/1 Hour During Securities Trading - Family farm operation raising and selling chickens, eggs, goats and dogs. 7. 02/02/2022 - Lane Family - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date - 03/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 8. 03/10/2025 - Discovery Travel - Not Investment Related - Other - Travel Agent - Home Based - Start Date:03/14/2025 - 20 Hrs/Mth - 10 Hrs During Trading. 9. 02/04/2026 - BBRE LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Union City, TN - Start Date 12/04/2025- 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-12 |
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