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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-19 |
| NC | RA | APPROVED | 2004-03-04 |
Branch Locations
736 Brawley School Rd Ste H, Mooresville, NC 28117 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mooresville | NC | 01/1997 | Present |
1. 12/1/2017 - Livingston Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 11/24/2025 - Real Estate Rental - Investment Related - Pawleys Island, SC - Start Date 11/13/2025 - 1 hour per month/ 0 hours during trading 3. 12/08/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-09 |
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