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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED_RES | 2022-01-18 |
| NC | RA | APPROVED | 2017-11-29 |
| VA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Bismarck | ND | 07/2014 | 11/2017 |
| Lpl Financial Llc | Petersburg | VA | 11/2017 | Present |
1. 11/29/2017 - APPOMATTOX WEALTH MANAGEMENT & INSURANCE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Sales of Life, Term and Universal Life insurance. 2. 11/29/2017 - Appomattox Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed lines of insurance only. 3. 11/29/2017 - Appomattox Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 02/27/2026 - Investment Center of Montana - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
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