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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-28 |
| OH | RA | APPROVED | 2020-12-15 |
Branch Locations
6037 Frantz Rd Ste 103, Dublin, OH 43017-3320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2013 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 07/2013 | 09/2019 |
| Lincoln Investment | Columbus | OH | 01/2017 | 12/2020 |
| Lpl Financial Llc | Columbus | OH | 12/2020 | Present |
1. 1/5/2021 - Endurance Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/29/2020 - 20 Hours Per Month/10 Hours During Securities Trading. 2. 08/06/2024 - Endurance Financial Planning - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 07/22/2024 - 20 Hrs/Mth - 20 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
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