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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-22 |
| AL | RA | APPROVED | 2023-02-18 |
Branch Locations
225 E. Three Notch St., Andalusia, AL 36420 • United States
1290 N Ferdon Blvd, Crestview, FL 32536 • United States
732 Baldwin Ave, Defuniak Springs, FL 32435 • United States
1502 E John Sims Parkway, Niceville, FL 32588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccb Community Bank | Andalusia | AL | 11/2010 | 02/2023 |
| Lpl Financial Llc | Andalusia | AL | 09/2022 | Present |
1)10/24/2022 - Notary - Inv Rel - State of AL 2)10/24/2022 - Andalusia Area Chamber of Commerce - Non-Profit Board Member - Non-Inv Rel - Andalusia, AL - Start: 12/2017 3)4/5/2023 - CCB Financial Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/17/2023 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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