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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-30 |
| MI | RA | APPROVED | 2023-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockford | MI | 05/2022 | Present |
| Shipt | Rockford | MI | 05/2021 | 05/2022 |
| Arena's Pizza | Rockford | MI | 05/2017 | 08/2019 |
| Pitching Instructor | Rockford | MI | 06/2015 | 05/2019 |
| Kentucky Christian University | Grayson | KY | 08/2019 | 05/2021 |
1) 06/06/2023 - Mark J Stephens, LLC. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 60 Hours per month. 2) 03/18/2024 - Bridgepoint Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/15/2024 - 100 Hrs/Mo During Trading. 3) 06/26/2024 - Hansen Brokerage Services - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 6/12/2024 - 10 Hrs/Mo; 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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