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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Swansea | IL | 02/2014 | 10/2019 |
| Lpl Financial, Llc | Swansea | IL | 10/2019 | Present |
1. 10/3/2019 - MARTIN FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 10/3/2019 - No Business Name - Not Investment Related - St Louis, MO 63118 - REAL ESTATE RENTAL - Started 2014 - 3 Hours Per Month - Time Spent 3%. 3. 10/3/2019 - MARTIN ACCOUNTING SERVICES, INC. - Not Investment Related - Tax Prep/Accounting/CPA - Tax Preparer - Started 01/01/2015 - 40 Hours Per Month During Securities Trading. 4. 11/02/2022 - MARTIN ACCOUNTING SERVICES INC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 01/01/2021 - 80 Hours Per Month/80 Hours During Securities Trading - 20% OWNER OF COMPANY. 5. 03/06/2026 - JBCC Group, Inc. - Business Owner - Not Investment Related - Saint Louis, MO - Start Date 03/06/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-29 |
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