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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-11-12 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Cleveland, MS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 05/1993 | 07/2020 |
| Securities America, Inc. | Cleveland | MS | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Winona | MS | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Cleveland | MS | 06/2024 | 11/2024 |
| Osaic Wealth, Inc. | Cleveland | MS | 06/2024 | 11/2024 |
| Lpl Financial Llc | Cleveland | MS | 11/2024 | Present |
1) 11/2024 - BBP Financial / DBA for LPL Business (entity for LPL business) / Inv. Related / Cleveland MS 38732 / Start date 03/01/2024 - 160 Hrs per month - 100% Time Spent 2) 11/2024 - David L. Putman - Notary / Non Inv. Related / MS 39192 / Start date 03/01/2024 - 0 Hrs per month - 1% Time Spent
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