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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-04 |
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 11/2018 |
| Lpl Financial, Llc | Highland | IN | 11/2018 | Present |
1. 11/2/2018 - Frank Rizzo Notary - Investment Related - At Reported Business Location(s) - Notary - Started 6/4/2013 - 1 Hours Per Month - Time Spent 1% - Notarize for his clients. 2. 11/2/2018 - Retire Source Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/1/2013 - 160 Hours Per Month. 3. 5/11/2021 - No Business Name - Investment Related - 2845 45th street Highland, IN 46322 - Real Estate Rental - Owner - Started 11/01/2018 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-05 |
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