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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-14 |
Branch Locations
27918 Franklin Pkway, Valencia, CA 91355 • United States
100 N. 1St Street, Burbank, CA 91505 • 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 Corp. | Burbank | CA | 09/2013 | 02/2018 |
| Logix Fcu | Burbank | CA | 09/2013 | Present |
| Lpl Financial Llc | Burbank | CA | 02/2018 | Present |
1. 02/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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