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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-13 |
| NJ | RA | APPROVED | 2019-03-28 |
| NC | RA | APPROVED | 2019-03-28 |
Branch Locations
116 Morlake Drive, Ste 102, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2019 |
| Dfs Advisors, Llc | Mooresville | NC | 12/2014 | Present |
| Lpl Financial Llc | Mooresville | NC | 03/2019 | Present |
1)03/13/2019 - DFS Advisors, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1992 2)03/13/2019 - DFS Advisors, LLC - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 1992 3) 5/12/2021 - Crafty Associates LLC - Investment Related - Home Based; Mooresville, NC 28117; and 116 Morlake Dr, Suite 102, Mooresville, NC - Real Estate Rental - Started 04/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Owner/Operator - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-18 |
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