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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-08-03 |
| LA | RA | APPROVED | 2006-10-30 |
Branch Locations
204 Pecan Park Avenue, Alexandria, LA 71315-3527 • 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 | Alexandria | CA | 10/2006 | Present |
1. 10/06/06 - Reed Davis Investment Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 09/11/2014 - RDIG, LLC - INV REL - 812 Versailles Blvd, Suite A Alexandria, LA 71303 - Other-LLC - START 06/30/2014 - 1 HOUR PER MONTH - LLC for purpose of land purchase & building development in the future. 3. 2/27/2023 - Reed Davis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 160 Hours Per Month/28 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-18 |
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