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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Money Source | Phoenix | AZ | 04/2021 | 05/2021 |
| Dohner Landscaping | Hudson | OH | 03/2020 | 08/2020 |
| Twinsburg Summer Camp | Twinsburg | OH | 05/2018 | 08/2018 |
| Twinsburg Summer Camp | Twinsburg | OH | 05/2019 | 08/2019 |
| University Of Northwestern @St. Paul | Roseville | MN | 08/2018 | 11/2018 |
| University Of Northwestern @St. Paul | Roseville | MN | 08/2019 | 11/2019 |
| Kestra Investment Services, Llc | Scottsdale | AZ | 03/2022 | 08/2023 |
| Koelsch Communities | Chandler | AZ | 09/2021 | 12/2021 |
| Twinsburg High School | Twisnburg | OH | 08/2014 | 05/2018 |
| University Of Northwestern @St. Paul | Roseville | MN | 08/2018 | 03/2020 |
| Grand Canyon University | Phoenix | AZ | 09/2020 | 08/2022 |
| Kestra Advisory Services, Llc | Scottsdale | AZ | 06/2023 | 08/2023 |
| Lpl Financial Llc | Chandler | AZ | 08/2023 | Present |
1) 08/14/2023 - WATERMARK WEALTH STRATEGIES LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 8/1/2023 - 1 Hour Per Month/ 1 Hour During Trading - Time Spent 1%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-03 |
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