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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-12-07 |
| TX | RA | APPROVED_RES | 2022-12-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2210 Main Street, Suite B, Daphne, AL 36526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2009 | 11/2022 |
| Lewis Capital Management | Daphne | AL | 03/2009 | 11/2022 |
| Lpl Financial Llc | Daphne | AL | 12/2022 | Present |
1) 11/11/2022 - Lewis Capital Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-23 |
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