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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-18 |
Branch Locations
1190 Business Center Drive, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centerstate Financial Svcs | Winter Park | FL | 03/2012 | 09/2020 |
| South State Bank | Lake Mary | FL | 09/2020 | Present |
| Lpl Financial Llc | Lake Mary | FL | 09/2020 | Present |
1) 3/11/2021 - SouthState Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/18/2020 - 200 Hours Per Month/8 Hours During Securities Trading. 2) 4/12/2021 â?" SouthState Investment Services â?" Investment Related â?" At Reported Business Location(s) â?" DBA for LPL Business (entity for LPL business) â?" Start Date: 5/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-11 |
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