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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Meridian | ID | 05/2025 | Present |
| Trillium Financial Group | Meridian | ID | 08/2023 | Present |
| Sagepoint Financial | Meridian | ID | 02/2014 | 08/2023 |
1- 05/2025 / Renaissance at Oldtown / Outside/W-2 Employment / Non Investment Related / 3 hrs mnth / 5 hrs during trading / start 05/01/2021 2- 05/2025 / Trillium Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / at location / start 08/25/2023 3- 05/2025 / Notary / Investment Related / 5 hrs mnth / 5 hrs during trading / start 03/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-08 |
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