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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Benefit Corporation | Weymouth | MA | 09/1994 | Present |
| Lpl Financial Llc | Boston | MA | 06/1995 | Present |
(1) 8/31/2001: NO BUSINESS NAME - INCOME TAX PREPARATION & INSURANCE SALES - INV REL - AT REPORTED BUSINESS LOCATION - INTEGRATED BENEFIT COMPANY - 30% TIME SPENT. (2) 1/2/2007: Integrated Benefit Company - Tax Prep/Accounting/CPA - INV REL - AT REPORTED BUSINESS LOCATION - Income Tax Preparation, PC Insurance Sales - 50% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-17 |
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