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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-09 |
| OR | RA | APPROVED | 2017-06-08 |
| OH | RA | APPROVED | 2012-07-18 |
| PA | RA | APPROVED | 2011-04-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hershey | PA | 04/2011 | Present |
1. 03/24/2011 - Stackhouse Planning, Inc - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 03/24/2011 - Hershey Retirement Solutions - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-19 |
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