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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-18 |
| FL | RA | APPROVED | 2007-12-21 |
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 (Formerly: Linsco/Private Ledger Corp.) | The Villages | FL | 12/2007 | Present |
1. 12/04/2007 - REAL ESTATE RENTAL - INV REL - 1431 5TH STREET CLERMONT, FL 34711 - 1% TIME SPENT - RENTAL PROPERTY 2. 12/04/2007 - NON-VARIABLE INSURANCE - INV REL - 5% TIME SPENT - LONG-TERM CARE INSURANCE THROUGH BC&BS FIXED ANNUITIES THROUGH EQUITRUST INSURANCE. 3. 01/04/2010 - LINN FINANCIAL - INV REL - 1% TIME SPENT - NON-VARIABLE INSURANCE - LONG-TERM CARE INSURANCE THROUGH BC&BS FIXED ANNUITIES THROUGH EQUITRUST INSURANCE & EMPLOYEES LIFE COMPANY 4. 05/10/2010 - LINN FINANCIAL - NON-VARIABLE INSURANCE DBA - 3% TIME SPENT - LINN FINANCIAL. SECURITIES AND NON-VARIABLE INSURANCE DBA NAMW 5. 02/26/2013 - LINN PROPERTIES, LLC - 2% TIME SPENT - RENTAL INCOME FROM COMMERCIAL PROPERTY. NO CUSTOMERS OR ADVISOR AS TENANTS. 6. 10/29/2018 - No Business Name - Investment Related - Yalaha, FL - Real Estate Rental - Started 11/30/2017 - 1 Hours Per Month/0 Hours During Securities Trading. 7. 3/31/2021 - Linn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/1999 - 5 Hours Per Month/0 Hours During Securities Trading. 8. 09/30/2022 - Linn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/30/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-07-27 |
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