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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-02-26 |
| TX | RA | APPROVED | 2007-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Twinsburg | OH | 02/2007 | Present |
(1) 10/28/2014 - TOTH FINANCIAL INC. - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - RECEIVES REVENUE FROM LPL - TIME SPENT 1 HOUR PER MONTH - TWINSBURG, OH 2. 06/11/2019 - Toth Financial Inc - Not investment related - At reported business location(s) - Tax Prep/Accounting/CPA - start date:03/09/2019 - 4 hrs/mo - 1 hr during trading. 3. 11/12/2025-HSI Private Wealth Management-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 12/05/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-30 |
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