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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-12 |
| VA | RA | APPROVED | 2002-03-11 |
Branch Locations
17 Stoneridge Dr., Ste 201, Waynesboro, VA 22980-6523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco Private Ledger Corp) | Waynesboro | VA | 03/2002 | Present |
1.07/17/2009; Lincoln Benefit Life; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.09/26/2023; 321 WEST MAIN LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/27/2023; 1hrs/mth; 0hrs during trading 3.07/01/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Monitor Group; Investment Related; at Reported Business Location(s); Start Date 07/01/2025; hrs/mth; hrs during trading 4.08/21/2026; ROSENBERGER FINANCIAL SERVICES; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-28 |
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