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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2010 | 02/2018 |
| Lpl Financial Llc | Brandon | FL | 02/2018 | Present |
1. 02/14/2018 - BLUE SKY VENTURES 6173, INC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only. 2. 02/14/2018 - BROWNSTONE WEALTH MANAGEMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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