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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Waterford | MI | 12/2003 | Present |
1. 12/05/2003: TEVCO FINANCIAL SERVICES, INC. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - S-CORP(ACCT PURPOSES ONLY). 2. 1/9/2004: No Business Name - Other-TAX PREP - PREPARING INCOME TAX RETURNS. 3. 11/2/2004: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SELLING FIXED ANNUITIES, HEALTH, DISABILITY AND LONG TERM CARE INSURANCE. 4) 02/27/2025 - TEVCO Financial Services - Investment Related - Rochester, MI - DBA for LPL Business (entity for LPL business) - Start Date:01/27/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-30 |
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