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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco Private Ledger) | Woodstock | GA | 05/2007 | Present |
1. 05/15/07 - DBA - WALLACE FINANCIAL GROUP. S-CORP / SELLING DIRECTLY TO LONG TERM CARE COMPANIES./ 1 % TIME SPENT. 2. 09/06/2024 - crump insurance - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) -Start Date 05/03/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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