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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-21 |
| CA | RA | APPROVED | 2018-02-14 |
| DE | RA | APPROVED | 2018-02-14 |
| IA | RA | APPROVED | 2018-02-14 |
| NJ | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
| WA | RA | APPROVED | 2018-02-14 |
Branch Locations
610 Chadds Ford Dr Ste M-24, Chadds Ford, PA 19317 • United States
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 |
|---|---|---|---|---|
| Invest Financial Corporation | Chadds Ford | PA | 10/2005 | 02/2018 |
| Lpl Financial Llc | Chadds Ford | PA | 02/2018 | Present |
1) 01/19/2018 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5 Hrs/Mth - 0 Hrs During Trading. 2) 09/08/2025 - LIBERTY PLANNING GROUP - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start date :09/04/2025 - 32 Hrs/Mth - 32 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-07 |
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