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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-02-16 |
| TX | RA | APPROVED | 2009-09-08 |
Branch Locations
5850 Town And Country Blvd #802, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Frisco | TX | 09/2009 | Present |
1. 11/11/2009 - NON-VARIABLE INSURANCE DBA - BELL FINANCIAL GROUP - PLANNING PRACTICE INCLUDES INSURANCE PRODUCTS. - 25% OF TIME SPENT - FRISCO, TX. 2. 7/20/2010 - OTHER-NOTARY- NOTARY - TIME SPENT 1% - FRISCO, TX 3. 3/6/2014 - BFG Frisco Office LLC - Investment Related - 5850 Town and Country BLVD #801-#802, Frisco, Tx, 75034 - REAL ESTATE RENTAL - 2% OF TIME - MEMBER OF LLC OPERATING ONE (1)OFFICE BUILDING WITH TWO (2)RENTAL UNITS. ONE UNIT OCCUPIED BY MY BUSINESS(BELL FINANCIAL GROUP) AND ANOTHER BY RENTING TENANT. THE TENANT IS NEITHER A CUSTOMER OF MINE OR ADVISOR ON ANOTHER B/D OR RIA. 4. 11/20/2025 - Bell Classe Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 170 hours per month/ 8 hours during trading 5. 11/20/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/08/2009 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-02 |
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