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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-05-30 |
Branch Locations
16935 W Bernardo Dr Ste 239, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Edwards | CO | 12/2007 | Present |
(1) 5/16/2008: Vail Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (2) 09/14/2022 - Townes & Co - Not Investment Related - Home Based - Other - Business Owner - Member - Start Date - 09/24/2015 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-30 |
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