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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colonial Marketing Assoc | Columbia | SC | 09/1990 | 07/2025 |
| Next Financial Group | Columbia | SC | 01/2004 | 07/2025 |
| Lpl Financial Llc | Lexington | SC | 07/2025 | Present |
1- 07/2025 - J.Mark Case Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/03/2019 - 100 hours per month/ during trading 2- 07/2025 - CMA Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/1990 - 250 hours per month/ 225 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-20 |
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