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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-20 |
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
2295 Parklake Dr Ne Ste 570, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2009 | 02/2018 |
| Lpl Financial Llc | Atlanta | GA | 02/2018 | Present |
1. 02/14/2018 - CENTURY PLAN SOLUTIONS LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/01/2013 - Time Spent 90%. 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - OWNER - Start Date 1995 - 60 Hours Per Month - Time Spent 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-17 |
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