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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-09-18 |
| MI | RA | APPROVED | 2010-08-25 |
| TX | RA | APPROVED_RES | 2008-07-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Trygreen-Chemlann | Crayton Plains | MI | 12/1989 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Troy | MI | 06/1997 | Present |
1. 5/28/2003 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - SELLING INSURANCE PRODUCTS THROUGH AFLAC-FIXED ANNUITIES, SUPPLEMENTAL, TERM AND UNIVERSAL LIFE. 2. 12/26/2003 - STRATEGIC FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/31/2008 - Strategic Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/23/2020 - Joseph W LaRue Revocable Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Started 08/09/2016 - Joe was uncle that passed away. 5. 11/18/2021 - Financial Wellness Managers, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/17/2021 - 20 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-21 |
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