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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-16 |
Branch Locations
3434 South New Hope Road Suite B, Gastonia, NC 28056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc. | Hendersonville | NC | 07/2010 | 01/2025 |
| Ic Advisory Services Inc | Hendersonville | NC | 07/2010 | 01/2025 |
| Lpl Financial Llc | Hendersonville | NC | 01/2025 | Present |
1- 01/13/2025 - Danes Corp - Real Estate Rental - Inv related - Hendersonville NC - 12/31/1986 - 5 hrs per month - 3% time spent 2- 01/13/2025 - Morris Financial Services - DBA for LPL Business (entity for LPL business) - Inv related -At Reported Business Location(s) - 01/20/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
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