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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-10-17 |
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 10/2024 |
| Fellowship Of Christian Athletes | Brookings | SD | 04/2016 | 02/2018 |
| Lpl Financial Llc | Brookings | SD | 10/2024 | Present |
1) 08/2024 - Synergy Strength Studios, LLC / Outside/W-2 Employment / Non inv Related. / Brookings, SD / Start date 08/01/2023 - 1 Hrs per month - 1 % Time Spent 2) 08/2024 - Legacy Point Financial, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 08/2024- KMJ Nutrition / Family Business / Non Inv. Related / Brookings, SD / Start date 04/01/2023 - 1 Hrs per month - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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