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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-20 |
| MO | RA | APPROVED | 2019-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Incapital Llc | Boca Raton | FL | 08/2016 | 04/2018 |
| Lpl Financial | Crystal City | MO | 10/2018 | Present |
| Unemployed | Crystal City | MO | 04/2018 | 10/2018 |
1) 10/11/2018 - DBA for LPL Business (entity for LPL business) - Decision Wealth - 100% - Crystal City, MO 2) 10/11/2018 - Business Owner - Decision Coaching, LLC - 0% - 522 Inverrary Ct, Eureka, MO 63025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-16 |
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