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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 11/2002 | 07/2025 |
| Lpl Financial Llc | Clifton Park | NY | 07/2025 | Present |
1- 07/2025 - MARSHALL ASSOCIATES - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/1998 - 20 hours per month/ during trading 2- 07/2025 - JACQUELINE MARSHALL - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2000 - 1 hour per month/ during trading 3- 07/2025 - MARSHALL ASSOCIATES FINANCIAL PROFESSIONAL - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/30/2002 - 20 hours per month/ during trading 4- 07/2025 - JACQUELINE MARSHALL - FINRA Arbitrator - INDUSTRY ARBITRATOR - Not Investment Related - At Reported Business Location(s) - Start Date 11/01/1995 - 1 hour per month/ during trading 5- 07/2025 - Marshall Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/30/2002 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
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