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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-02-27 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Parma Heights | OH | 02/2007 | Present |
1. 12/06/2007 - Investing Solutions & Financial Services LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 02/29/2008 - Investing Solutions & Financial Services, LLC - Non-Variable Insurance DBA - FINANCIAL SERVICES PRIMARILY, BUT ALSO DO LIMITED TAX SERVICES AT TAX TIME, ESTIMATED INCOME FROM TAX $2,000.00/YR. 3. 02/29/2008 - Investing Solutions & Financial Services. LLC - INV REL - Tax Prep/Accounting/CPA - 5% TIME SPENT - TAX PREPARATION SERVICE 4. 10/03/2008 - Investing Solutions & Financial Services LLC - IVN REL - Non-Variable Insurance - 10% TIME SPENT - AS OWNER OF MY BUSINESS, WILL BE OFFERING THESE PRODUCTS ANCILLARY TO MY PRIMARY BUSINESS OF OFFERING FINANCIAL ADVICE. 5) 11/24/2009 - Investing Solutions & Financial Services LLC - Inv. Related - Non-Variable Insurance - At Reported business locations - 0 Hrs/Mth - 0 Hrs During Trading. 6) 06/03/2025 - Task Bunny - Not Inv. Related - Various Locations - Outside/W-2 Employment - Start Date:06/23/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-03 |
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