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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-16 |
| WI | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Grafton | WI | 07/2016 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 04/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 04/2026 |
| Lpl Financial Llc | Grafton | WI | 04/2026 | Present |
1. 04/2026 - Investment Center of Grafton - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/16/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2003-11-11 |
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