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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2005 | 11/2023 |
| Vanzandt Associates | Rochester | NY | 01/1972 | 12/2023 |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2005 | 11/2023 |
| Lpl Financial Llc | Annapolis | MD | 12/2023 | Present |
1) 12/1/2023: VANZANDT ASSOCIATES; At reported business location(s); Tax Prep/Accounting/CPA; Owner / Tax preparer; Inv. related; Start date: 1/1/1972; 30hrs/mo.; 2hrs during trading. 2) 12/1/2023: ARCH BISHOP SPALDING HIGH SCHOOL; Coach/Sports/Fitness; Boys Varsity Golf Coach; Not inv. related; start date: 1/1/2002; 20hrs/mo. 3) 12/1/2023: Vanzandt Associates; At reported business location(s); Other - Tax Preparation; Owner; Not inv. related; Start date: 1/1/1972; 40hrs/mo.; 2hrs during trading. 4) 12/1/2023: EPA Wealth Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 12/1/2023; 8hrs/mo.; 160hrs during trading. 5) 12/1/2023: EPE Wealth Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 12/1/2023; 160hrs/mo.; 8hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-28 |
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