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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ado Inc. | Meridian | ID | 08/2014 | 12/2022 |
| Renaissance At Oldtown | Meridian | ID | 05/2021 | 12/2023 |
| Sagepoint Financial, Inc. | Meridian | ID | 11/2021 | 09/2023 |
| Osaic Wealth, Inc. | Meridian | ID | 09/2023 | 08/2024 |
| Lpl Financial | Meridian | ID | 08/2024 | Present |
| P&R Capital | Meridian | ID | 01/2023 | Present |
1- 07/2024 / Trillium Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
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