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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED | 2020-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Newburgh | NY | 10/1991 | Present |
1. 10/13/2000: No Business Name - Investment Related - Tax Prep/Accounting/CPA - Albert J. DeLorenzo, Jr. 2. 4/19/2002: DELORENZO FINANCIAL PLANNING ASSOCIATES - Investment Related - DBA for LPL Business (entity for LPL business). 3. 1/16/2009: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10% - Outside insurance through Prudential, MetLife, US Life of New York, John Hancock, Genworth, Presidential Life. 4. 12/23/2010: Orange County Baseball Umpires Association - Not Investment Related - Other-Coach/Referee - Time Spent 1% - High School Baseball Umpire. 5. 06/06/2019 - No Business name - Investment related - At reported business location(s) - Notary Public - start date:04/24/2019 - 0 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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