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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-06 |
| KY | RA | APPROVED | 2018-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 08/2018 |
| Lpl Financial, Llc | Lebanon | KY | 08/2018 | Present |
1. 8/3/2018 - The Ruth Hagan Insurance Agency INC - Investment Related - Lebanon KY - Insurance Agency - Started 1/2000 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5% - Property and casualty insurance term life insurance heavy insurance. 2. 10/31/2018 - Winebrenner Financial Services Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/06/2018 - 10 Hours Per Month/5 Hours During Securities Trading. 3. 01/11/2019 - H&H Real Estate Holdings LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:10/03/2018 - 1 hr/mo. 4. 03/28/2022 - Spirit of Main LLC - Investment Related - Lebanon, KY - Real Estate Rental - Member - Started 06/21/2019 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 11/20/2024 - H&H Real Estate - Real Estate Rental - Investment Related - Lebanon, KY - Start Date 01/01/2025 - 1 Hour Per Month/ 0 Hours During Trading 6. 04/21/2026 - SLT PLLC - Real Estate Rental - Investment Related - Lebanon, KY - Start Date 11/18/2019 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-06 |
| S66 | Uniform Combined State Law Examination | 1999-12-29 |
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