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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc | Knoxville | TN | 05/2012 | 03/2025 |
| Ic Advisory Services Inc | Knoxville | TN | 11/2017 | Present |
| Lpl Financial Llc | Knoxville | TN | 03/2025 | Present |
1. 03/06/2025- Planning Matters LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/01/1995- 5 Hours Per Month- 5 Hours During Trading 2. 03/06/2025- Planning Matters LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/01/2012- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-01 |
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