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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-19 |
| NH | RA | APPROVED | 2013-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Nashua | NH | 03/2008 | Present |
| Broad Street Planning, Llc | Nashua | NH | 03/2019 | Present |
1. 11/9/2009 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10% - Selling as a broker insurance products: Life, Health, Disability, Long-term Care, Fixed Annuities. 2. 10/7/2014: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 01/01/2010 - 1 Hour Per Month - Notary Public. Do not charge for notary services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-07 |
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