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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-16 |
Branch Locations
5605 Carnegie Blvd Ste 240, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Charlotte | NC | 11/2017 | 06/2019 |
| Rlstate Dot Com | Charlotte | NC | 01/2000 | 07/2025 |
| Massmutual | Springfield | MA | 02/2016 | 06/2019 |
| Disys | St.LOuis | MO | 01/2021 | 01/2023 |
| Wells Fargo Clearing Services, Llc | St.LOuis | MO | 03/2021 | 01/2023 |
| American Income Life | Matthews | NC | 09/2019 | 06/2020 |
| Ttec (Dba Usaa) | Concord | NC | 11/2020 | 01/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2023 | 07/2025 |
| Tiaa | Charlotte | NC | 07/2023 | 07/2025 |
| Randstad | Charlotte | NC | 03/2020 | 10/2020 |
| Lpl Enterprise | Charlotte | NC | 07/2025 | Present |
1. 07/23/2025 - RLSTATE dot COM - Mortgage/Real Estate Services - Charlotte, NC - INV REL - Start Date 01/03/2000 - 12hrs/mth 2. 07/23/2025 - N/A - Non-variable Insurance - Non-Variable Insurance/Insurance Agency - Concord, NC - INV REL - Start Date 07/23/2025 - 160hrs/mth 3. 07/23/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Concord, NC - INV REL - Start Date 07/23/2025 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
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