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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2008 | 07/2024 |
| Lpl Financial Llc | Fond Du Lac | WI | 07/2024 | Present |
1) 2024-08-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Services / none - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2024-08-19 - 2) 2024-07-15 - University of Wisconsin-Oshkosh - Outside/W-2 Employment - N - 8 - 0 - 800 Algoma Blvd, Oshkosh, WI 54901 - 2024-06-20 - 3) 2024-07-15 - Brent Bel and the Boyz - Band - N - 12 - 0 - at reported business location(s) - 2024-06-20 - 4) 2026-04-24 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Accent Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 40 - at reported business location(s) - 2024-06-20 - Yes 5) 2024-07-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Accent Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 40 - at reported business location(s) - 2024-06-20 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-13 |
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