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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nations Financial Group, Inc. | Eagle | ID | 08/2011 | 03/2022 |
| Lpl Financial | Eagle | ID | 03/2022 | Present |
1) 1/1997 - DBA for LPL Business (entity for LPL business) - IDAHO FINANCIAL GROUP - Investment Related - Eagle, ID 83616 2) 1/1997 - Non-Variable Insurance - Matthew Shannahan - Investment Related - Eagle, ID 83616 3) 1/2007 - Real Estate Rental - Matthew Shannahan - Investment Related - 10 hr/mon - 212 Cottonwood Ct Eagle, ID 83616
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-10 |
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