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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-01 |
Branch Locations
36 Mill Plain Road Ste 311, Danbury, CT 06811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 03/2001 | 05/2024 |
| Lpl Financial Llc | Danbury | CT | 05/2024 | Present |
(1) 05/01/2024 - Fixed Insurance- Trails Only - Non-Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 4 Hours Per Month (2) 05/01/2024 - catcit Holdings, LLC - Real Estate Rental - Investment Related - Danbury, CT - Start Date 01/01/2021 - 4 Hours Per Month (3) 05/01/2024 - Pinnacle Asset Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-05 |
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