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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| CA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logix Federal Credit Union | Burbank | CA | 04/2000 | Present |
| Invest Financial Corp | Tampa | FL | 04/2007 | 02/2018 |
| Lpl Financial Llc | Burbank | CA | 02/2018 | Present |
1. 02/14/2018 - LOGIX FEDERAL CREDIT UNION - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Operations Specialist/Client Services - Start Date 4/24/2000 - Time Spent 80%. 2. 3/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-22 |
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