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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2022-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lawrence | KS | 08/2016 | Present |
| The Lawrence Community Shelter | Lawrence | KS | 10/2013 | 10/2016 |
| The Perspective Group, Llc | Lawrence | KS | 10/2016 | Present |
1. 02/02/2017 - NOTARY/ NOTARY/ 1%/ LAWRENCE, KS 2. 01/13/2022 - Graystone Financial Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date: 01/01/2022 - 10 Hours Per Month/8 Hours During Securities Trading - Tax Prep. 3. 03/30/2022 - Graystone Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/27/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 4. 12/6/2022 - The Groovy Event Co - Not Investment Related - Austin, TX 78741 - Rep's Business - Partner - Start Date - 10/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading 5. 12/6/2022 - Austin Connections LLC - Not Investment Related - Austin, TX 78721 - Rep's Business - Partner - Start Date - 10/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading 6. 01/26/2024 - Graystone Business Services LLC - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Partner - Start: 11/1/2023 - 10 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
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