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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ontario | OR | 11/2022 | Present |
| College Of Western Idaho | Nampa | ID | 09/2021 | Present |
| Gtl Telmate | Ontario | OR | 01/2019 | 12/2021 |
| Treasure Valley Community College | Ontario | OR | 09/2016 | 10/2020 |
| Walmart | Ontario | OR | 07/2016 | 10/2018 |
1) 02/02/2024 - Public Retirement Solutions - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-17 |
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