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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-08 |
| SC | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED_RES | 2018-05-30 |
Branch Locations
8601 La Salle Rd Ste 202, Towson, MD 21286 • United States
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 10/2007 | Present |
| Lpl Financial Llc | Towson | MD | 02/2018 | Present |
1. 02/14/2018 - Constellation Financial Advisors Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 10/1/1997 - 160 Hours Per Month/160 During Securities Trading. 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 04/97 - 12 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-22 |
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