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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2014-05-19 |
Branch Locations
16520 Wedge Parkway Suite 300, Reno, NV 89511 • 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 | Reno | NV | 02/1992 | Present |
(1) 03/10/1997: Non-Variable Insurance - Investment Related - At Reported Business Location(s) - NO TIME SPENT (2) 01/30/2001: NEVADA INVESTMENT MGNT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSIENSS LOCATION(S) (3) 03/09/2017 - The Sage Fund - Investment Related - 16520 Wedge Parkway, Ste 300, Reno, NV 89511 - Real Estate Rental - Started 03/0/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Rent conference room to Drake Ferrari (4) 7/19/2018 - The Sage Fund - Not Investment Related - 16520 Wedge Parkway, Ste 300, Reno, NV 89511 - Real Estate Rental - Start Date: 06/01/2018 - 1 Hour Per Month/1 Hour During Securities Trading - Rent Conference Room to Christopher Borwhat, Attorney. (5) 7/8/2019 - The Sage Fund - Investment Related - 16520 Wedge Parkway, Ste 300, Reno, NV 89511 - Real Estate Rental - Started 07/02/2019 - 0 Hours Per Month - Sublet an office space to a massage therapist, Connective Touch Massage - Meaghan Maillet. (6) 08/11/2023 - The Sage Fund - Investment Related - 16520 Wedge Parkway, Ste 300, Reno, NV 89511 - Real Estate Rental - Start Date: 02/01/2020 - 0 Hours Per Month - Sublet of 3 Offices to MCJB, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-14 |
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