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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED_RES | 2019-11-07 |
| CT | RA | APPROVED | 2004-06-01 |
Branch Locations
10 N Main St Ste 213, West Hartford, CT 06107-1941 • United States
North Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Farmington | CT | 06/2004 | Present |
1. 04/30/2004 - DBA ONLY, VALERIE E. THOMAS & ASSOCIATES, LLC. 2. 07/01/2019 - Burr Capital Advisors, LLC = Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:07/01/2019 - 180 hrs/mo - 8 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-09 |
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