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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Pocatello | ID | 03/2002 | 07/2025 |
| Lpl Financial Llc | Pocatello | ID | 07/2025 | Present |
1. 07/10/2025-Advantage Plus Service Group LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 12/01/2007- 75 Hours Per Month- 60 Hours During Trading 2. 07/10/2025-Advantage Plus Service Group LLC-Outside/W-2 Employment- INV Related- At Reported Business Location(s)- Start date 12/01/2007- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-12 |
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