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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2012-04-09 |
| TX | RA | APPROVED | 2012-04-09 |
Branch Locations
3213 Avignon Way, Bentonville, AR 72712 • United States
Little Flock, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bentonville | AR | 04/2012 | Present |
1. 04/09/2012: LONGVIEW CAPITAL PARTNERS, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - LLC OWNS PROPERTY OFFICE WILL BE LOCATED IN - TIME SPENT 1%. 2. 2/27/2019 - Heritage Wealth Management - DBA: Oak Crest Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 02/28/2025- Heritage Wealth Management, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 03/01/2023- 5 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-27 |
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