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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-07 |
| IL | RA | APPROVED | 2009-09-08 |
Branch Locations
400 Skokie Blvd Ste 415, Northbrook, IL 60062-7904 • United States
Highland Park, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Northbrook | IL | 09/2009 | Present |
1. 10/05/2021 - TWG Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 2. 10/07/2022 - TWG Investments, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance agent - Start Date - 08/30/2022 - 3 Hours Per Month/2 Hours During Securities Trading 3. 04/17/2026 - The Weiss Group, Inc. (dba TWG Benefits, Inc.) - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Started 06/19/95 - 50 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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