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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-18 |
Branch Locations
2050 Livernois Rd Ste B, Troy, MI 48083-1757 • United States
1055 Lpl Way, Fort Mill, SC 29715 • 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 (Formerly: Linsco/Private Ledger Corp.) | Boston | MA | 03/2007 | 01/2019 |
| Lpl Financial Llc | Troy | MI | 01/2019 | Present |
1) 1/18/2019 - DBA for LPL Business (entity for LPL business) - Center for Wealth Planning. Inc - Troy, MI 2. 08/08/2019 - America Group Retirement Strategy Centers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/05/2019 - 80 Hours Per Month/3 Hours During Securities Trading. 3. 12/28/2023 - Boardwalk Financial Group, LLC - Inv Related - At Reported Business location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/28/2023 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-27 |
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