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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
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 |
|---|---|---|---|---|
| Next Financial Group Inc | Salisbury | MA | 01/2007 | 07/2025 |
| Lpl Financial Llc | Salisbury | MA | 07/2025 | Present |
1- 07/2025 - Third Man High - Artist/ Musician - Musician - Not Investment Related - Home Based - Start Date 07/08/2025 - 10 hours per month/ during trading 2- 07/2025 - Greenstone Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 150 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-19 |
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