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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| WY | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Sheridan | WY | 08/2005 | Present |
| Lpl Financial Llc | Sheridan | WY | 01/2026 | Present |
1- 01/2026 / Legacy Ridge Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 130 hrs during trading / At reported business location(s) 2- 01/2026 / Susan Story Garber-Johsnon Original Art / Artist/ Musician / Not Investment Related / 10 hrs mth / 55 hrs during trading / Story, WY / Start date: 11/01/2022 3- 01/2026 / Pneuma Camp at Story / Business Owner / Not Investment Related / 20 hrs mth / 10 hrs during trading / Story, WY / Start date: 04/04/2020 4- 03/10/2026 - LegacyWorth Framework - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/20/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
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