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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
Branch Locations
7540 Matthews-Mint Hil Rd Ste D, Charlotte, NC 28227 • United States
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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Charlotte | NC | 09/2023 | 01/2024 |
| Lpl Financial Llc | Charlotte | NC | 01/2024 | Present |
1- 12/2023 / Repak Financial Services, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs during trading / start date 7/21/2011 2- 12/2023 / Repak Enterprises / Author / Non Investment Related / 2 Hrs Mnth / start date 1/26/2012 3- 12/2023 / REPAK ENTERPRISES, LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 5 Hrs Mnth / start date 6/23/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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