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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-12-01 |
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Mason City | IA | 01/2013 | 12/2021 |
| Securities America Advisors | Mason City | IA | 01/2013 | 12/2021 |
| Lpl Financial, Llc | Clear Lake | IA | 12/2021 | Present |
1. 12/23/2013 - LAMONT FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 93%/ CLEAR LAKE, IA 2. 12/23/2013 - LAMONT FINANCIAL GROUP/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ CLEAR LAKE, IA 3. 03/24/2022 - Financial Partners Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/01/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading. 4. 04/05/2023 - 1031 Bird Watch Way, LLC - Investment Related - Sanibel, FL 33957 - Real Estate Rental - Owner - Start Date - 03/24/2023 - 5 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-18 |
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