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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cipc Systems, Inc. | Worcester | MA | 08/1985 | 12/2019 |
| Lpl Financial Llc | Auburn | MA | 06/1993 | Present |
| John A. Olson | Auburn | MA | 06/1993 | Present |
1. 06/18/2010 - Investment Related - At Reported Business Location(s) - Other - Author - Time Spent 2% - Writing a basic financial planning book titled " Square One - Financial Planning a few Minutes at a time." Plan to publish Fall, 2010. The book will not include any reference to LPL or myself as an LPL RR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-11 |
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