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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ta-Check | Fairview Park | OH | 02/2016 | Present |
| Sii Investments, Inc | Fairview Park | OH | 11/2016 | 02/2018 |
| Lpl Financial Llc | Fairview Park | OH | 07/2018 | Present |
1. 7/11/2018 - TA-CHECK FINANCIAL LTD - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/21/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/11/2018 - TA-CHECK FINANCIAL LTD - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 1/31/2018 - 80 Hours Per Month/0 Hours During Securities Trading - Time Spent 25% - Prepare and submit individual income tax returns to the IRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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