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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-28 |
| MA | RA | APPROVED | 2006-04-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Burlington | MA | 03/1997 | Present |
1. 1/9/2004 - BOLVIN WEALTH MANAGEMENT GROUP, INC. DBA ONLY. 2. 4/11/2008 - DBA ONLY, BWMG, FOR USE AS EMAIL DOMAIN NAME. 3. 11/09/2012: OTHER-SCHOLARSHIP/ SCHOLARSHIP PROGRAM IS DESIGNED TO HEIGHTEN THE AWARENESS OF FINANCIAL RESPONSIBILITY TO HIGH SCHOOL SENIORS 4. 09/18/2014 - REAL ESTATE RENTAL - TIME SPENT 1 HOUR MONTH - BOSTON, MA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-29 |
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