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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-12 |
| TX | RA | APPROVED | 2025-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2013 | 06/2025 |
| Lpl Financial Llc | Bellview | FL | 06/2025 | Present |
1- 05/2025 / Podcast / Other / Not Investment Related / 1 hr mth / Not Investment Related / Pensacola FL / Start date: 06/09/2018 2- 05/2025 / HeinSights Wealth Stewardship LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 05/2025 / Hein Sites LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr mth / Bellview, FL / Start date: 08/15/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
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