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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-03-07 |
| NM | RA | APPROVED | 2004-06-03 |
Branch Locations
10211 Montgomery Blvd Ne # 1, Albuquerque, NM 87111-3608 • 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 | Albuquerque | NM | 05/2004 | Present |
1. 4/10/2009 - NON-VARIABLE INSURANCE DBA - CORPORATE BENEFIT STRATEGIES, INC. - ALBUQUERQUE, NM. 2. 07/23/2014 - SIGMA CHI FRATERNITY - NON-PROFIT BOARD MEMBER - TIME SPENT 3 HOURS PER MONTH - ALBUQUERQUE, NM. 3. 10/1/2018 - Grumpy One Ventures LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Started 2002 - Time Spent 10% - To aquire local land and commercial real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-19 |
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