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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Seekonk | MA | 03/1999 | Present |
(1) 4/2/1999 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Jackson Nat'l, UNUM, Valley Forge, Principal Life, Continental Assur, Great American. (2) 11/18/2016: No Busiess Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/20/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Agent. 3) 10/17/2025 - AmFirst Insurance Company - Investment Related - Non-Variable Insurance - Jackson, MS - Start Date:08/25/2025 - 4 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-26 |
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