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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-11-29 |
| MN | RA | APPROVED | 2017-11-29 |
| OR | RA | APPROVED | 2017-11-29 |
| WA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Eugene | OR | 08/2011 | 11/2017 |
| Future Planning Systems | Eugene | OR | 08/2011 | Present |
| Lpl Financial Llc | Eugene | OR | 11/2017 | Present |
1. 10/25/2017 - Future Planning Systems - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Investment advisor - Start Date 03/13/12 - 4 Hours Per Month/1 Hour During Securities Trading. 2) 09/16/2025 - Momentum - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-17 |
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