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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| WY | RA | APPROVED | 2017-08-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Powell | WY | 06/2005 | Present |
1. 06/01/2005 - RAISE LIVESTOCK ON OUR SMALL FARM AND SALE TO 4-H MEMBERS. 2. 6/16/2005 - DBA ONLY - SAGE WEALTH MANAGEMENT - POWELL, WY. 3. 12/6/2006 - OTHER-BAND - HURRICANE MESA - BAND MEMBER - 5% TIME SPENT - POWELL, WY 4. 6/24/2009 - REAL ESTATE RENTAL - I OWN 2 RENTAL HOUSES IN POWELL EQUALLY WITH MY BROTHER GREG SMITH AND SISTER GINGER LIESERR. - TIME SPENT 5% - POWELL, WY 5. 03/03/2022 - Sage Wealth Management Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/22/2005 - 150 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-08 |
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