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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2006 | 10/2017 |
| Lpl Financial Llc | New Ulm | MN | 11/2017 | Present |
at1) 11/06/2017 - Tailored Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2017 - 160 hr/mth 2) 11/06/2017 - Tailored Financial Solutions, LLC - Business Entity For Tax/Investment Only - inv rel - at reported business location(s) - start: 10/2017 - 160 hr/mth 3) 11/03/2025- Alpha Insurance Brokerage- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/27/2023- 3 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
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