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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-20 |
| TX | RA | APPROVED_RES | 2022-03-17 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
100 W College Ave Fl 3, Appleton, WI 54911 • United States
Surprise, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/2014 | 02/2018 |
| Lpl Financial Llc | Appleton | WI | 02/2018 | Present |
1. 02/15/2019 - PDI Financial, Ash Brokerage - Investment related - At reported business location(s) - Insurance Agency - start date:02/01/2019 - 15 hrs/mo - 0 hours during trading - Agent. 2. 2/3/2023 - Quella Orchards Villa LLC - Investment Related -Egg Harbor, WI 54209. - Real Estate Rental - Start Date - 02/15/2023 - 5 Hours Per Month/0 Hours During Securities Trading 3. 08/08/2023 - Coastal View Wealth Management - Investment Related - Investment Related - DBA for LPL Business (entity for LPL business) - Start Date 06/26/2023 - 0 Hours Per Month 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-19 |
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