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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-27 |
| KY | RA | APPROVED | 2007-08-30 |
Branch Locations
220 E Reynolds Rd #A1, Lexington, KY 40517 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | KY | 08/2007 | Present |
(1) 08/14/2014 - MONEYLINE WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 45 HOURS PER MONTH -LEXINGTON, KY (2) 09/15/2014: MONEYLINE FINANCIAL SERVICES - NON-VARIABLE INSURANCE DBA - INV REL - 176 E REYNOLDS RD, STE 200, LEXINGTON, KY 40517 - 40% OF TIME SPENT - SELL LIFE, DISABILITY, HEALTH, NURSING HOME, FIXED ANNUITY, PRODUCTS THROUGH A RATED OR BETTER RATED COMPANIES. (3) 09/09/2019 - Life and health.US - Investment related - At reported business location(s) - Non-Variable Insurance - start date:08/27/2019 - 40 hrs/mo - 2 hrs during trading. (4) ) 03/17/2022 - Mike and Sohaila Bidarian - Investment related - 220 E Reynolds Rd, Lexington, KY 40517; 3448 Lansdowne Dr, Lexington, KY 40517; 2914 Edinburgh Ct, Lexington, KY 40517 - Real Estate Rental - Start Date: 12/03/2018 - 3 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-30 |
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