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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2003 | 07/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 07/2019 |
| Lpl Financial Llc | Morristown | NJ | 07/2019 | Present |
1) 7/17/19- Active Management, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Morristown, NJ - 100% 2) 7/17/19- Estate Assist- Estate Administration (paperwork) Services - Inv. Related- Morristown, NJ - start date 2014 3) 05/31/2024 - Real Estate Rental - Investment Related - Vero Beach, FL - Start Date 05/21/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-28 |
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