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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-15 |
| MA | RA | APPROVED | 2006-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Franklin | MA | 02/2001 | Present |
(1) 05/05/2003 - NON-VARIABLE INSURANCE - SELL FIXED INSURANCE-LONG & SHORT TERM DISABILITY, HEALTH, DENTAL, VISION, LIFE (EXECUTIVE BONUS PLAN), LONG TERM CARE, CAFETERIA PLANS, WHOLE LIFE AND LIABILITY INSURANCE. (2) 12/30/2011 - DBA ONLY - LOUNSBURY WEALTH MANAGEMENT & FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
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