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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2013-02-25 |
| PA | RA | APPROVED | 2010-02-23 |
Branch Locations
107 Georgian Pl, Somerset, PA 15501 • United States
Naples, FL • United States
Somerset, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Somerset | PA | 11/2006 | Present |
1. 8/31/2007: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Underwrite insurance direct through various insurance companies and work directly with Underwriters Brokerage Services for these transactions. Underwriters is affiliated with Lifemark Partners so the commissions will be direct through LPL. 2. 4/13/2012: Boyer Financial Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 4/23/2019 - Michael Boyer - Investment Related - 107 Georgian Place, Somerset, PA 15501 - Real Estate Rental - Started 11/01/2015 - 2 Hours Per Month/1 Hour During Securities Trading - Leasing to own business, Boyer Financial Planning, Inc. 4. 06/20/2019 - Aspire Grant and Development, LLC( Lessee) - Investment related - Somerset, PA - Real Estate Rental - start date:05/01/2019 - 1 hr/mo - 1 hr during trading - Leasing adjacent building to company named "Aspire Grant and Development, LLC 5) 05/28/2025 - M.B. Rentals- Investment Related - Real Estate Rental - Naples FL -Start Date: 01/01/2026 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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