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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-06 |
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 |
|---|---|---|---|---|
| Money Matters | Gadsden | AL | 03/2018 | Present |
| Unemployed | Gadsden | AL | 05/2017 | 03/2018 |
| Coyote Logistics | Birmingham | AL | 01/2014 | 04/2017 |
| Lpl Financial Llc | Gadsen | AL | 03/2018 | Present |
1)04/03/2025 - The Money Coach LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/03/2025 - Mary Kay - Consultant - Cosmetics - Outside/W-2 Employment - Non-Inv Rel - Gadsden, AL - Start: 01/2024 - .5 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-06 |
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