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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Waco | TX | 03/2006 | Present |
(1) 03/08/2006: HOLZE PROPERTIES, LLC - IVN REL - REAL ESTATE RENTAL - 10% OF TIME SPENT - CO-OWNER OF COMMERCIAL REAL ESTATE (2) 03/08/2006: HOLZE FINANCIAL - NON-VARIABLE INSURANCE DBA - AT REPORTED BUSINESS LOCATION(S) - 20% OF TIME SPENT - SELL INS TYPES: TERM, DISABILITY, HEALTH, EMPLOYEE BENEFITS (3) 07/15/2010: HOLZE FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (4) 10/07/2025- Internet Imagineering- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 03/08/2006- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-05 |
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