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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-01-10 |
| IN | RA | APPROVED | 2010-04-21 |
Branch Locations
14074 Trade Center Dr Ste. 110, Fishers, IN 46038-4566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fishers | IN | 12/2009 | Present |
1. 5/22/2018 - Dunlap Gill Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2014 - 0 Hours Per Month. 2. 3/1/2019 - Zent Bookkeeping Services - Investment Related - Home Based - Tax Prep/Accounting/CPA - Started 02/01/2019 - 12 Hours Per Month/4 Hours During Securities Trading. 3. 06/06/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:06/03/2019 - 4 hrs/mo - 2 hrs during trading. 4. 9/14/2020 - Gary Zent Senior Health Insurance - Investment Related - At Reported Business Location(s) & Home Based - Insurance Agency - Agent - Started 09/01/2020 - 30 Hours Per Month/15 Hours During Securities Trading - Marketing and selling Medicare supplement policies primarily, as well as peripheral coverage, such as prescription drug plans dental, vision, and indemnity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-07 |
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