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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
| GA | RA | APPROVED | 2013-10-23 |
| TX | RA | APPROVED | 2013-03-21 |
| MI | RA | APPROVED | 2010-05-18 |
Branch Locations
971 Spaulding Ave Se, Suite A, Ada, MI 49301-3701 • 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 | Ada | MI | 01/2003 | Present |
1. 01/13/2003 - NON-VARIABLE INSURANCE DBA - DISCOVERY FINANCIAL - ADA, MI. 2. 03/07/2019 - Two Men and a Trademark, LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:10/11/2018 - 1 hr/mo - 0 hrs during trading. 3. 06/06/2022 - DNA Investment Properties, LLC -Investment Related - At Reported Business Location(s) -Real Estate Rental - Start Date - 01/29/2021 - 1 Hours Per Month/ 0 Hours During Securities Trading. 4. 02/02/2024 - Real Estate Rental - Investment Related - Naples, FL - Start Date 01/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-24 |
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