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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-26 |
| NV | RA | APPROVED | 2016-04-29 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Las Vegas | NV | 04/2016 | Present |
| Silver State Schools | North Las Vegas | NV | 07/2018 | Present |
(1) 05/11/2016 - The Budin Group -DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start 05/06/2016 - 160 Hrs/Mth - 160 Hrs During Trading. (2) 7/27/2018 - Silver State Schools Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/23/2018 - 80 Hours Per Month/5 Hours During Securities Trading. 3) 07/24/2025 - JB WEALTH MANAGEMENT - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/22/2025 - 160 Hrs/Mth - 120 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
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