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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-02-02 |
Branch Locations
140 Bridges Rd, Ste D, Mauldin, SC 29662 • United States
420 East Park Av, Ste 100, Greenville, SC 29601-2237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2012 | 01/2018 |
| Lpl Financial, Llc | Mauldin | SC | 02/2018 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 02/2018 | Present |
1. 2/2/2018 - INTEGRATED FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 120 Hours Per Month/7 Hours During Securities Trading - Time Spent 80%. 2. 2/15/2018 - Pinnacle Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/06/2018 - 15 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-01 |
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