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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-12-22 |
| TX | RA | APPROVED | 2002-07-24 |
Branch Locations
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 | Harlingen | TX | 07/2002 | Present |
(1) 09/27/2004: MEZMAR MONEY MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). (2) 1/17/2020 - Mezmar Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/16/2019 - 3 Hours Per Month/1 Hour During Securities Trading - Sell Medicare Supplement policies. (3) 01/02/2025 - Michael Mizmar - Not Investment Related - Politics/Government - Harlingen, TX - Start Date: 12/14/2024 - 6 Hours Per Month/0 Hour During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-19 |
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