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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strata Solar | Chapel Hill | NC | 10/2017 | 01/2018 |
| Lpl Financial Llc | Raleigh | NC | 02/2018 | Present |
| Channel Partners Capital | Minnetonka | MN | 01/2017 | 07/2017 |
| University Of St. Thomas | St. Paul | MN | 09/2013 | 05/2017 |
| Bergankdv | St. Cloud | MN | 05/2016 | 09/2016 |
| Dba Retirementgeeks | Raleigh | NC | 02/2018 | Present |
1)7/30/2020- LLG Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Raleigh, NC- 100% 2)7/30/2020-LLG Financial Wealth Management & Planning- DBA for LPL Business (entity for LPL business)- Inv. Related- Raleigh, NC- 100% 3) 7/30/2020- Retirement Geeks- DBA for LPL Business (entity for LPL business)- Inv. Related- Raleigh, NC- 100% 4) 05/21/2025 - EISENREICH RICHARD - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 05/09/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-11 |
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