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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-24 |
Branch Locations
8687 E Via De Ventura Ste 200, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Scottsdale | AZ | 02/2014 | 02/2021 |
| Lpl Financial Llc | Scottsdale | AZ | 02/2021 | Present |
1) 8/2008 - DBA for LPL Business (entity for LPL business) - Progressive Financial Concepts - Investment Related - Scottsdale, AZ 85258 2) 2/2021 - Non-Variable Insurance - Eric Black - Investment Related - 10% - Scottsdale, AZ 85258 3) 5/11/2021 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 5/10/2021 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-23 |
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