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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-25 |
| NC | RA | APPROVED | 2013-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oxford | NC | 08/2013 | Present |
1)8/9/13-OTHER-BUSINESS ENTITY FOR TAX PURPOSES/WILTON ADVISORY GROUP, LTD/RESIDENT-USED FOR LPL COMMISSIONS/10%/OXFORD,NC 2) 6/2/2017 - Acera Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-04 |
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