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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-18 |
| SC | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 03/2014 | 07/2025 |
| Luxury Lounge And Lighting | Alpharetta | GA | 05/2010 | 12/2018 |
| Financial Management Inc | Waynesboro | VA | 08/2025 | Present |
| Lpl Financial Llc | Waynesboro | VA | 08/2025 | Present |
1) 08/2025 - Financial Managament Inc / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-19 |
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