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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Partners | Alamogordo | NM | 04/2023 | Present |
| Otero Federal Credit Union | Alamogordo | NM | 09/1997 | 03/2023 |
| Lpl Financial Llc | Alamogordo | NM | 10/2024 | Present |
1- 09/2024 / Legacy Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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