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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-09 |
Branch Locations
12107 Pinckney Marsh Lane, Summerville, SC 29483 • United States
Summerville, SC • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Next Financial Group, Inc | Summerville | SC | 06/2011 | Present |
| Lpl Financial Llc | Summerville | SC | 08/2025 | Present |
1) 07/2025 - Palmetto State Financial Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-07 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-07 |
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