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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-22 |
| FL | RA | APPROVED | 2010-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Orlando | FL | 08/2010 | Present |
| Partrners Federal Credit Union | Orlando | FL | 08/2010 | Present |
1. 1/22/2013: PARTNERS RETIREMENT AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - TIME SPENT 1% - LICENSED TO SELL LIFE, HEALTH, DISABILITY, LTC AND FIXED ANNUITY PRODUCTS. 2. 9/6/2019 - Partners Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Stated 01/01/2014 - 160 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-13 |
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