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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_RES | 2021-05-06 |
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.) | Poughkeepsie | NY | 10/2006 | Present |
1. 9/29/2008 - NON-VARIABLE INSURANCE - MADISON BROKERAGE CORP. - SELLING LIFE INSURANCE (WHOLE LIFE AND TERM INSURANCE IN THE STATE OF NEW YORK). MY GA IS MADISON BROKERAGE FIRM LOCATED AT 65 MADISON AVEUNE, SUITE 200, MORRISTOWN, NY 07962. - TIME SPENT 20% - POUGHKEEPSIE, NY. 2. 4/5/2023 - DSL Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 50 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-12-18 |
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