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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-11-19 |
| CA | RA | APPROVED | 2003-09-15 |
Branch Locations
7777 Fay Ave Ste 315, La Jolla, CA 92037-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | La Jolla | CA | 11/1997 | Present |
1. 1/26/2011 - DBA ONLY - DORVILLIER WEALTH MANAGEMENT - LA JOLLA, CA. 2. 02/05/2024 - Symbio Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/31/2023 - 200 Hours Per Month/ 8 Hours During Trading 3. 11/12/2024 - Jeff Nelson - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 06/26/2015 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-28 |
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