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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-26 |
| TX | RA | APPROVED | 2018-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 07/2012 | 07/2018 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 07/2012 | 07/2018 |
| Lpl Financial Llc | Lancaster | PA | 07/2018 | Present |
1. 7/26/2018 - CROSSWAY ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/01/2018 - 120 Hours Per Month/8 Hours During Trading - Time Spent: 60%. 2. 10/23/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:07/26/2018 - 40 Hours Per Month/2 Hours During Trading. 3. 06/06/2019 - LTC Planning Plus - Investment related - At reported business location(s) - LTC Planning Plus - start date:01/01/2006 - 30 hrs/mo - 1 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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