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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
| FL | RA | APPROVED | 2024-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Braley Farms | Mapleton | ME | 10/2015 | 11/2016 |
| Presque Isle High School | Presque Isle | ME | 08/2016 | 11/2016 |
| Homeschooled | Ellenton | FL | 11/2016 | 06/2018 |
| Ymca | Lakewood Ranch | FL | 06/2017 | 08/2019 |
| Lee University | Cleveland | TN | 08/2018 | 04/2020 |
| Outback Steakhouse | Cleveland | TN | 08/2018 | 04/2020 |
| Dominos | Cleveland | TN | 04/2020 | 05/2020 |
| Acura Of Chattanooga | Chattanooga | TN | 06/2020 | 10/2022 |
| Volvo Cars Sarasota | Sarasota | FL | 10/2022 | 01/2024 |
| Irving Financial Group | Bradenton | FL | 01/2024 | Present |
| Lpl Financial Llc | Bradenton | FL | 01/2024 | Present |
1- 02/2024 / Irving Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hr during trading / start date 01/29/2024 2- 02/2024 / Notary / start date 01/01/2023 3- 11/21/2024 - Pressure Kingdom, LLC - Other - Outdoor Services - Not Investment Related - Various Locations - Start Date 05/01/2024 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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