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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2016-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 01/2016 | Present |
1. 01/22/2016 - Eight Oaks Financial and Insurance Services/ DBA for LPL Business (entity for LPL business)/ 100%/ HOLLISTER, CA 2. 3/3/2017 - Eight Oaks Financial and insurance services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker/Agent - Started 01/01/1994 - 10 Hours Per Month/1 Hour During Securities Trading. 3. 11/28/2017 - Exit 71 - Not Investment Related - Home Based - Other-Business Owner - Owner - Started 11/10/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Small sticker / T-shirt business. 4. 12/10/2019 - Eight Oaks Financial Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/28/2018 - 170 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-29 |
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