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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-11-08 |
| TX | RA | APPROVED | 2019-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Wayne | NJ | 01/2009 | 11/2019 |
| Lpl Financial | Wayne | NJ | 11/2019 | Present |
1)07/1996 - DBA for LPL Business (entity for LPL business) - PGA FINANCIAL GROUP - 95% - INVESTMENT RELATED - WAYNE, NJ 07470 2)03/2009 - Notary - PATRICK GILMORE - 30% - INVESTMENT RELATED - WAYNE, NJ 07470 3)02/1999 - Business Entity For Tax/Investment Purposes Only - PGA FINANCIAL SERVICES - 5% - INVESTMENT RELATED - WAYNE, NJ 07470 4)02/1999 - Non-Variable Insurance - PATRICK GILMORE - 5% - INVESTMENT RELATED - WAYNE, NJ 07470
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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