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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| MN | RA | APPROVED | 2024-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Red Wing | MN | 10/2023 | Present |
| Charter Bank | Chanhassen | MN | 07/2015 | 05/2019 |
| Bmo Harris Bank | Minneapolis | MN | 05/2019 | 11/2019 |
| Commerce Bank | Edina | MN | 12/2019 | 03/2020 |
| Charter Bank | Eau Claire | WI | 03/2020 | 10/2020 |
| First Farmers & Merchants Bank | Red Wing | MN | 10/2020 | 10/2023 |
1) 03/26/2024 - Discovery Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 10/30/2023 - 160 Hours per month 40 hrs during Trading 2) 08/15/2025 - Non-Variable Insurance - Investment related - At reported business location(s) - Start date: 07/31/2025 - 80 Hours per month 80 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
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