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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| FL | RA | APPROVED | 2016-12-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gillman & Shapiro, Pa | Stuart | FL | 12/2008 | 12/2016 |
| Ameriprise Financial Services Inc | Stuart | FL | 08/2010 | 12/2016 |
| Lpl Financial, Llc | Stuart | FL | 12/2016 | Present |
1. 1/7/2020 - Investment Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 40 Hours Per Month/30 Hours During Securities Trading. 2. 09/27/2022 - GILLMAN, SHAPIRO & DILLEMUTH, PA - Investment Related - - 730 SE Indian St, Stuart, FL 34997 - CPA Affiliate Program - 50% OWNER - Start Date - 12/19/2016 - 120 Hours Per Month/6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
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