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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-16 |
| MI | RA | APPROVED | 2010-09-28 |
Branch Locations
2 disclosure categories 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 (F/K/A) Linsco/Private Ledger Corp | Zeeland | MI | 11/2002 | Present |
1. 1/21/2003 - NON-VARIABLE INSURANCE - SELLING GE LONG TERM CARE INSURANCE. - ZEELAND, MI. 2. 12/12/2005 - NON-VARIABLE INSURANCE - KOELE GODFREY INVESTMENT GROUP, INC. - KOELE GODFREY INVESTMENT GROUP INC. IS SET UP AS AN S-CORP TO CONDUCT FINANCIAL SERVICES USING LPL AS THE BROKER/DEALER. - TIME SPENT 99% - ZEELAND, MI. 3. 12/10/2012 - KOELE GODFREY INVESTMENT GROUP, INC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - TIME SPENT 99% - ZEELAND, MI 4. 12/24/2013 - KOELE INVESTMENT GROUP - NON-VARIABLE INSURANCE DBA - KOELE INVESTMENT GROUP - LONG TERM CARE INSURANCE - TIME SPENT 1% - ZEELAND, MI 5. 08/09/2019 - Great Lake Escape Properties LLC - Investment related - At reported business location(s) - Real Estate Rental - start date:07/01/2019 - 1 hr/mo - 0 hrs during trading. 6. 09/27/2022 - 123 Main Development Corporation - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 06/02/2011 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-02 |
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