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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-31 |
| UT | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Sandy | UT | 05/2010 | 07/2025 |
| Lpl Financial Llc | Sandy | UT | 07/2025 | Present |
1. 07/10/2025- Crosby Retirement Planning, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/18/1994- 10 Hours Per Month- 5 Hours During Trading 2. 07/10/2025- Crosby Retirement Planning, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date11/03/2004- 200 Hours Per Month- 150 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-06 |
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