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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2008-01-14 |
Branch Locations
390 E Henry St Ste 101, Spartanburg, SC 29302-2646 • United States
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 (Formerly: Linsco/Private Ledger Corp.) | Spartanburg | SC | 12/2007 | Present |
1. 7/24/2008: Fagan Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/13/2016: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 05/12/2014 - 0 Hours Per Month - Notary Public, service provided to clients and associates for free. 3. 06/07/2022 - Dixon Wells - Investment Related - At Reported Business Location(s) - Agent Insurance Producer - Start Date - 05/24/2022 - 2 Hours Per Month/ 1 Hours During Securities Trading. 4. 01/11/2024: Saybrus Partners - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 1/10/2024 - 2 Hrs/Mo; 1 Hr During Trading. 5. 04/17/2024 - Vanbridge - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 5/24/2022 - 2 Hrs/Mo; 1 Hr During Trading. 6. 11/04/2024 - Crump - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/01/204 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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