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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
Branch Locations
27499 Riverview Center Blvd Suite 138, Bonita Springs, FL 34134-4332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc | Bonita Springs | FL | 10/2015 | 03/2025 |
| Ic Advisory Services Inc | Bonita Springs | FL | 10/2015 | Present |
| Lpl Financial Llc | Bonita Springs | FL | 03/2025 | Present |
1. Medley Advisory- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/15/2015- 120 Hours Per Month- 50 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
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