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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-16 |
Branch Locations
6700 Alexander Bell Dr Ste 200, Columbia, MD 21046 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securties Corporation | Columbia | MD | 07/2008 | 05/2024 |
| Lpl Financial Llc | Columbia | MD | 05/2024 | Present |
1) 05/14/2024 - Pilot Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 07/22/2024 - family first life capital - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 5 Hours Per Month/ 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-23 |
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