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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| CA | RA | APPROVED | 2018-02-14 |
Branch Locations
23741 Calabasas Road, Suite B, Calabasas, CA 91302 • United States
40006 10Th St W, Palmdale, CA 93551 • United States
21520 Victory Blvd, Woodland Hills, CA 91367 • United States
10324 Mason Ave, Chatsworth, CA 91311 • United States
3 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 |
|---|---|---|---|---|
| Logix Federal Credit Union | Woodland | CA | 12/2000 | Present |
| 01/24/2011 | Tampa | FL | 04/2007 | Present |
| Lpl Financial Llc | Chatsworth | CA | 02/2018 | Present |
1. 02/14/2018 - LOGIX FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/4/2000. 2. 09/03/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:02/14/2018 - 0 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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