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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 06/2009 | Present |
1. 05/19/2009 - Montis Financial Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 1/23/2017 - Montis Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/30/2017 - 160 Hours Per Month During Securities Trading. 3. 12/5/2019 - No Business Name - Not Investment Related - Location/Address: UNSURE/ON LOCATIONS AS NEEDED - Other Teleprompter/Makeup Svcs for Video Product - Start Date: 12/13/2019 - 2 Hours Per Month During Securities Trading. 4. 11/3/2021 - Matilda McClure/McClure Co - Not Investment Related - Home Based - Other-Business Owner - Started 02/23/2016 - 10 Hours Per Month/0 Hours During Securities Trading - Role is making and selling in handmade silver jewelry, masks, custom tags. 5. 11/20/2024 - Shop Stitch Me Up - Not Investment Related - Home Based - Other - Embroidery Designs - Start Date 11/01/2021 - 15 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-05 |
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