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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-11-21 |
| KY | RA | APPROVED | 2017-11-20 |
| TX | RA | APPROVED_RES | 2013-02-06 |
| CO | RA | APPROVED | 2012-12-20 |
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 | Longmont | CO | 11/2012 | Present |
1. 12/24/2012: LIFETIME INVESTMENT PLANNING, INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 01/10/2013: FOURSQUARE INVESTMENT MANAGEMENT, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 03/01/2016 - Crump Life Insurance Services, Inc. - INV REL -Crump Life Insurance Services, Inc. - Non-Variable Insurance - START 02/18/16 - 2 HOURS PER MONTH - Soliciting agent. 4. 2/15/2018 - RJJR SPLASH, LLC - Not Investment Related - 2907 17th Ave, Ste. A, Longmont, CO 80503 - Business Entity For Tax/Investment Purposes Only - Started 01/29/2018 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-30 |
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