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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-23 |
Branch Locations
555 S. Randall Rd. #201, Saint Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2016 | 10/2021 |
| Charles Schwab Bank | Lone Tree | CO | 09/2019 | 10/2021 |
| Lpl Financial Llc | Saint Charles | IL | 11/2021 | Present |
1. 05/10/2024 - McCoy Financial - Inv. Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/29/2024 - 900 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-16 |
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