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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2003-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Appleton | WI | 03/2003 | Present |
1. INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES, LONG TERM CARE, WHOLE AND UNIVERSAL LIFE, HEALTH AND DISABILITY INSURANCE / APPLETON, WI / APPROVED 4-22-03 2. 1/3/2017 - 1727 Silvercrest, LLC - Investment Related - 1727 Silvercrest Dr. - Real Estate Rental - Started 01/01/17 - 3 Hours Per Month/1 Hour During Securities Trading - Co-Owner of 4-plex apartment building. 3. 01/21/2022 - Lietzan Associates, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/21/2003 - 200 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
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