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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-09-22 |
| KS | RA | APPROVED | 2002-08-26 |
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 | Hiawatha | KS | 11/2000 | Present |
1. 5/6/2002: - Investment Related - Non-Variable Insurance - At Reported Business Location(s) 2. 2/2/2009: Holladay Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) 3. 1/31/2020 - Holladay Financial Group - Investment Related - At Reported Business Location(s) - Real Estate Rental - Started 07/07/2006 - 5 Hours Per Month/1 Hour During Securities Trading - Owns one building with two rental units. 4) 06/25/2025 - Farmers Repair- Bulk Metal Sales - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date:06/12/2025 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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