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Terri-Ann C Lindo

LPl Financial LLC

Durham, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-07-22
TX RA APPROVED 2020-07-22
  • NC RA
    APPROVED
    Since 2020-07-22
  • TX RA
    APPROVED
    Since 2020-07-22

Branch Locations

4819 Emperor Boulevard # 491B, Durham, NC 27703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tee Lindo Enterprises Llc Fort Myers FL 08/2013 07/2020
Summit Brokerage Services Fort Myers FL 11/2013 09/2019
Summit Financial Group Fort Myers FL 11/2013 09/2019
Cetera Advisor Networks Llc Durham NC 09/2019 07/2020
Lpl Financial Llc Durham NC 07/2020 Present
  • 08/2013 → 07/2020
    Tee Lindo Enterprises Llc
    Fort Myers, FL
  • 11/2013 → 09/2019
    Summit Brokerage Services
    Fort Myers, FL
  • 11/2013 → 09/2019
    Summit Financial Group
    Fort Myers, FL
  • 09/2019 → 07/2020
    Cetera Advisor Networks Llc
    Durham, NC
  • 07/2020 → Present
    Lpl Financial Llc
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
S63 Uniform Securities Agent State Law Examination 1999-10-21
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1999-10-21
Other Names
  • Terriann Camille Lindo

View on SEC IAPD

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LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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