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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-02-14 |
| MO | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 01/2016 | Present |
| Lpl Financial Llc | Leawood | KS | 02/2018 | Present |
1. 02/14/2018 - INVESTORSERVICES INSURANCE - Investment Related - 1 TOWN CENTER DR LEAWOOD KS 66211 - Non-Variable Insurance - Start Date 3/1/16 - 10 Hours Per Month/10 During Securities Trading. 2. 01/27/2025- CENTRAL INVESTMENT ADVISORS- DBA for LPL Business (entity for LPL business)- INV Related- At Summit, MO- Start date 05/01/2018- 12 Hours Per Month- 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-18 |
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