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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 01/2025 |
| Lpl Financial | Meridian | ID | 01/2025 | Present |
1-01/02/2025 - Granite Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rltd - At Reported Business Location(s) - Start Date:01/06/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/23/2025 - Summit Financial Management - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:06/23/2025 - 40 Hrs/Mth - 30 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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