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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 02/1996 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 08/2024 |
| Cetera Advisors Llc | Harlingen | TX | 09/2022 | 08/2024 |
| Lpl Financial Llc | Harlington | TX | 08/2024 | Present |
1 - 06/18/2024 - MARTIN INSURANCE PARTNERS LLC - Non-Variable Insurance - Inv Related - 4 Hours/Month - TX 78550 - OBA Start Date: 02/01/2016. 2 - 06/18/2024 - Martin Insurance & Investments Inc - DBA for LPL Business (entity for LPL business) - Inv Related - 44 Hours/Month - At reported business location(s). 3 - 06/18/2024 - Valley Abstract & Trustee Services - Other - Business owner - Not Inv Related - TX 78552 - OBA Start Date: 04/01/1998. 4 - 06/18/2024 - MARTIN PROPERTIES 101 LLC - Real Estate Rental - Inv Related - TX 8550 - OBA Start Date: 04/01/2022. 5 - 06/18/2024 - Martin Insurance Partners LLC - Non-Variable Insurance - Trails only - Inv Related - 144 Hours/Month - TX 78550 - OBA Start Date: 04/01/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
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