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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| NY | RA | APPROVED | 2023-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 02/2016 | 11/2023 |
| Triad Hybrid Solutions | Norcross | GA | 02/2016 | 11/2023 |
| Lpl Financial | Manlius | NY | 11/2023 | Present |
1) 11/20/2023 - Place Financial Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2016 2) 11/20/2023 - Insurance Contractor - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2010 3) 02/27/2024 - Upstate Financial Network, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/19/2016 - 160 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-21 |
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