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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-03 |
| HI | RA | APPROVED | 2014-03-12 |
Branch Locations
549 Halemaumau St Ste C1, Honolulu, HI 96821-2150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Honolulu | HI | 11/2013 | Present |
1. 11/21/2013 - RETIREMENT COACH/ DBA ONLY/ 0%/ HONOLULU, HI. 2. 9/26/2014 - REAL ESTATE RENTAL - 2 HOURS PER MONTH/0 HOURS DURING TRADING - HONOLULU, HI. 3. 4/7/2015: OTHER-TRUST ATTORNEY - TRISHA WHITE - SOLE PROPRIETORSHIP - TRUST ATTORNEY - STARTED 03/30/2015 - NOT INVESMENT RELATED - 6 HOURS PER MONTH/0 HOURS DURING TRADING - 1108 FORT ST MALL, SUITE 9B, HONOLULU, HI 96813. 4. 12/15/2016: No Business Name - Investment Related - Honolulu, HI - Real Estate Rental - Started 08/20/15 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 12/16/2016: Second Saturday Honolulu - Not Investment Related - location varies, depending on availability of space to hold the workshop. - Other-Second Saturday Workshop - Started 08/01/2015 - 4 Hours Per Month/0 Hours During Securities Trading. 6. 12/16/2016: Jeff White, CFP and Company - DBA: Jeff White, CFP® - Investment Related - At Reported Business Location(s) - Started 05/15/2013 - 160 Hours Per Month/2 Hours During Securities Trading. 7. 8/31/2017 - Honolulu Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2017 - 50 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-05 |
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