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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED_RES | 2023-05-25 |
Branch Locations
600 Rinehart Rd Ste 3096, Lake Mary, FL 32746 • 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Altamonte Springs | FL | 12/2019 | 05/2023 |
| Woodbury Financial Services, Inc. | Altamonte Springs, Fl | FL | 03/2019 | 12/2019 |
| Lpl Financial Llc | Lake Mary | FL | 05/2023 | Present |
1) 5/19/2023- ANCHOR FINANCIAL- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) -start date 1/1/1986- 160hrs/mth 2) 12/04/2023 - Anchor Financial - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start date: 1/15/1986 - 3 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-28 |
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