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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-06-03 |
Branch Locations
3401 Denali Street Suite 204, Anchorage, AK 99503 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Deferal Assoc | Anchorage | AK | 01/1992 | 10/2016 |
| Lincoln Financial Advisors | San Ramon | CA | 05/2007 | 10/2016 |
| Apcm Wealth Management For Individuals | Anchorage | AK | 10/2016 | 06/2024 |
| Lpl Financial Llc | Anchorage | AK | 06/2024 | Present |
1) 05/13/2024-John Clark and Marietta Hall-Real Estate Rental-Owner-Inv Related-At Achorage, AK-Start date 06/15/2020-2hrs/mth 2) 05/13/2024-Skeeter Hollow AK LLC-Business Entity For Tax/Investment Purposes Only-Not Inv Related-At Anchorage, AK-0hrs/mth 3) 06/12/2024 - Marietta Hall - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 50 Hours Per Month/ 36 Hours During Trading 4) 08/16/2024 - MOH Financial LLC dba Marietta Hall - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/15/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-04 |
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