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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-11 |
Branch Locations
3120 S Church St Ste 102, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2016 | 01/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2017 | 12/2018 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2017 | 12/2018 |
| First Command Insurance, Inc. | Fort Worth | TX | 01/2017 | 12/2018 |
| Lpl Financial Llc | Burlington | NC | 01/2019 | Present |
1)12/31/2018 - Betty Andrews Investment Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2019 - 160 hr/mth 2)12/31/2018 - Freedom First, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 09/2017 3)01/09/2019 - Residential Engineering Solutions, LLC - Owner/Structural Engineer - at reported business location(s) - start: 01/2019 - 30 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
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