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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
805 S Church St Suite 9, Murfreesboro, TN 37130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 08/2012 | 02/2018 |
| Lpl Financial Llc | Murfreesboro | TN | 02/2018 | Present |
1. 2/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 12/2011 - 10 Hours Per Month/7 Hours During Securities Trading - Life insurance sales & service. 2. 2/14/2018 - RAI Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 4/18/2018 - Ruckart Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2012 - 120 Hours Per Month/90 Hours During Securities Trading. 4. 5/21/2018 - RAI Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/15/2018 - 120 Hours Per Month/120 Hours During Securities Trading. 5. 5/27/2022 - No Business Name - Investment Related - Inlet Beach, FL 32461 - Real Estate Rental - Start Date - 12/01/2020 - 2 Hours Per Month/ 1 Hours During Securities Trading. 6. 11/10/2022 - Molitor Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/28/2022 - 120 Hours Per Month/80 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-20 |
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