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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
7655 W Gulf-To-Lake Hwy Ste 3, Crystal River, FL 34429 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'COnnell Financial | Crystal River | FL | 05/1987 | Present |
| Crown Capital Securities, Lp | Orange | CA | 07/2012 | 05/2024 |
| Lpl Financial Llc | Crystal River | FL | 05/2024 | Present |
1) 05/01/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Started: 6/1/2024 - 1% of Time Spent. 2) 05/01/2024 - O Connell Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 7/1/1987 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-13 |
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