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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-07-29 |
| VA | RA | APPROVED | 2009-05-18 |
Branch Locations
2905 S Woodley St, B, Arlington, VA 22206-4021 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Arlington | VA | 05/2009 | Present |
(1) 07/06/2010: CROWE WEALTH STRATEGIES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION. (2) 08/30/2012: TEXTORE, INC - Outside/W-2 Employment - NOT INV REL - AT REPORTED BUSINESS LOCATION - I am to be responsible for handling some of the excess office work, to include duties such as preparing invoices, sorting and managing email, and making travel arrangements for staff - 15% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-24 |
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