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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2017-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lakeland | FL | 02/2008 | Present |
(1) 01/28/2008: MJA MANAGEMENT GROUP, LLC - OTHER - 10% OF TIME SPENT - MANAGE OPERATIONS FOR A NOT FOR PROFIT ENTITY (FLORIDA NURSERYMAN, GROWERS, LANDSCAPE ASSOCIATION) FOR A FEE (2) 04/23/2010: NO BUSINESS NAME - INV REL - 204 EAST PINE STREET, LAKELAND, FL 33801 - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - OFFER FIXED GROUP LIFE INSURANCE (3) 01/16/2013: CHASE WEALTH MANAGEMENT, INC. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 204 EAST PINE STREET, LAKELAND, FL 33801 4). 03/19/2019 - Cultivate Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:03/18/2019 - 200 hrs/mo - 8 hyrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-02 |
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