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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
| TN | RA | APPROVED | 2024-03-27 |
Branch Locations
5115 Maryland Way Ste 116, Brentwood, TN 37027 • United States
Miramar Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Croxall Capital Planning | Los Gatos | CA | 09/1976 | 12/2017 |
| Croxall Capital Planning | Los Gatos | CA | 09/1976 | Present |
| National Planning Corporation | Aptos | CA | 01/2000 | 11/2017 |
| Lpl Financial Llc | Aptos | CA | 11/2017 | Present |
1. 01/17/2018 - Croxall Capital Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/01/2017 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-11 |
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