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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-08-03 |
| AZ | RA | APPROVED | 2017-11-29 |
| CT | RA | APPROVED | 2017-11-29 |
| DE | RA | APPROVED | 2017-11-29 |
| GA | RA | APPROVED | 2017-11-29 |
| MA | RA | APPROVED | 2017-11-29 |
| MN | RA | APPROVED | 2017-11-29 |
| NJ | RA | APPROVED | 2017-11-29 |
| NC | RA | APPROVED | 2017-11-29 |
| PA | RA | APPROVED | 2017-11-29 |
| RI | RA | APPROVED | 2017-11-29 |
| VA | RA | APPROVED | 2017-11-29 |
Branch Locations
660 White Plains Rd Ste 345, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Tarrytown | NY | 11/1999 | 07/2018 |
| Lpl Financial Llc | Tarrytown | NY | 11/2017 | Present |
1. 11/29/2017 - The Creative Planners Group, LTD - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - President - Start Date 9/1/2001 - 36 Hours Per Month / 8 Hours During Trading - Tax/Accounting Services and Fixed insurance sales. 2. 02/22/2018 - The Creative Planners Group, LTD - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 9/1/2001 - 36 Hours Per Month. 3. 10/22/2024 - CPG aka The Creative Planners Group, Ltd. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/1988 - 200 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-01 |
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