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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Milford | PA | 11/2004 | Present |
| Lpl Financial Llc | Milford | PA | 04/2008 | Present |
1. 4/24/2008 - No Business Name - Investment Related - Tax Prep/Accounting/CPA - Time Spent 5% - Prepare Tax Returns for Clients. 2. 4/8/2009 - SMITH FINANCIAL GROUP - TAX DBA - Time Spent 15% - INDIVIDUAL TAX RETURNS. 3. 11/17/2016 - T & K Tax Service LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 01/01/2009 - 40 Hours Per Month/2 Hours During Securities Trading - Tax preparation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-31 |
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