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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-29 |
| MA | RA | APPROVED | 2006-01-06 |
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 |
|---|---|---|---|---|
| Salem Five Cents Savings Bank | Salem | MA | 10/2001 | Present |
| Lpl Financial Llc | Salem | MA | 01/2003 | Present |
(1) 02/03/2003 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name SALEM FIVE INVESTMENT SERVICES, LLC - Investment Related - At Reported Business Location(s) (2) 04/03/2003 - NON-VARIABLE INSURANCE - SELL LTC, HLTH, DIS., WH/UNIV. LFE, & FXED ANNUITIES -Investment Related - At Reported Business Location(s) (3) 01/13/2014 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Salem Five Financial - Investment Related - At Reported Business Location(s) - Time Spent 100% (4) 07/09/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Salem Five Wealth Advisors - Inv Related - At Reported Business Location(s) - Started: 6/4/2024 - 160 Hrs/Mo; 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-07 |
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