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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-01 |
Branch Locations
1201 Sixth Avenue West Ste 510, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Alton | IL | 01/1975 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 04/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 04/2023 |
| Lpl Financial Llc | Bradenton | FL | 04/2023 | Present |
1) 04/20/2023 - Michael Palen - Non-Variable Insurance - Selling: Annuities; American General - Investment related - 1 Hour per month - Start date: 01/04/1996. 2) 04/20/2023 - Palco Financial Services, Inc - Tax Prep/Accounting/CPA - Preparing tax returns, clients supply all documents - Investment related - 20 Hours per month - Start date: 01/01/2000. 3) 04/20/2023 - Palco Financial Services, Inc - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 04/20/2023 - Irving Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-20 |
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