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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-03-28 |
Branch Locations
1502 Logan Ave, Cheyenne, WY 82001 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cheyenne | WY | 01/1999 | 03/2024 |
| Personal Financial Solutions, Inc | Cheyenne | WY | 09/1998 | Present |
| Lpl Financial Llc | Cheyenne | WY | 03/2024 | Present |
1)03/21/2024 - Personal Financial Solutions, Inc - Insurance Agency - Owner - Inv Rel - At Reported Business Location(s) - Start: 10/1998 - 80 Hr/Mth 2)03/21/2024 - Star Garnett Holdings LLC - Real Estate Rental - Owner - Cheyenne, WY - Inv Rel - Start: 02/2011 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-08 |
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