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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-11 |
| AL | RA | APPROVED | 2024-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Rodney Bledsoe, Attorney At Law | Montgomery | AL | 06/2024 | Present |
| The Baptist Foundation Of Alabama | Montgomery | AL | 04/2011 | 05/2024 |
| Lpl Financial Llc | Montgomery | AL | 06/2024 | Present |
1) 07/11/2024 - Legacy Advisors Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2) 02/11/2025 - JAMES BLEDSOE - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/05/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 3) 06/09/2025 - Pike Road Law, LLC - Not Investment Related - Other - Outside - Road, AL - Start Date:06/02/2025 - 15 Hrs/Mth - 5 Hrs During Trading. 4) 02/12/2026 - James Rodney Bledsoe - Notary - Investment Related - At Reported Business Location(s) - Start Date 01/19/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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