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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 03/2024 |
| Lpl Financial | Georgetown | DE | 03/2024 | Present |
1) 2024-03-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Element Wealth Planning - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-02-07 - 160hrs/mth - 8hrs/mth during trading 2) 2026-05-07 - Element Real Estate LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2026-05-06 - 1hrs/mth - 0hrs/mth during trading 3) 2026-05-07 - Element Insurance Planning LLC - Property and Casualty - Y - at reported business location(s) - 2026-05-06 - 4hrs/mth - 2hrs/mth during trading 4) 2026-05-07 - Element Tax Planning LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2026-05-07 - 1hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
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