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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-04-05 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2700 Highway 280 East Suite 130, Birmingham, AL 35223-2468 • United States
2700 Highway 280 E, Ste 130, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Birmingham | AL | 12/1999 | 03/2023 |
| Lifestyle Financial Planning Services, Llc | Birmingham | AL | 07/1986 | 03/2023 |
| Securities America Advisors, Inc. | Birmingham | AL | 01/2005 | 03/2023 |
| Lifestyle Financial Network, Llc | Birmingham | AL | 09/1995 | 03/2023 |
| Lpl Financial Llc | Birmingham | AL | 03/2023 | Present |
1) 02/2023 - Lifestyle Financial Network, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s). 2) 02/2023 - Lifestyle Financial Network, LLC / Non-Variable Insurance / Investment Related / Birmingham, AL 3) 02/2023 - Lifestyle Financial Network, LLC / Tax Prep/Accounting/CPA / Investment Related / Birmingham, AL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-09 |
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