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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-31 |
| NM | RA | APPROVED | 2017-11-29 |
Branch Locations
6749 Academy Rd Ne Ste A, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Albuquerque | NM | 01/2017 | Present |
| Copper Pointe Church | Albuquerque | NM | 06/2006 | 12/2016 |
| Lpl Financial Llc | Albuquerque | NM | 11/2017 | Present |
1. 06/07/2023 - Legacy Investment Designs, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2017 - 173 Hours Per Month/ 130 Hours During Securities Trading 2. 07/24/2024 - Bold Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2017 - 173 Hours Per Month/ 130 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
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