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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-24 |
| NC | RA | APPROVED | 2019-05-26 |
| TX | RA | APPROVED_RES | 2019-04-29 |
Branch Locations
South State Bank 7100 Three Chopt Rd, Richmond, VA 23226 • United States
1776 Staples Mill Road, Richmond, VA 23230 • United States
409 S. Washington Hwy, Ashland, VA 23005 • United States
11001 W Broad Street, Glen Allen, VA 23060 • United States
901 E Cary St Ste 210, Richmond, VA 23219 • United States
South State Bank 2810 Buford Rd, North Chesterfield, VA 23235 • United States
4901 Glenwood Avenue Suite 100, Raleigh, NC 27612 • United States
3701 Shipyard Blvd, Wilmington, NC 28403 • United States
3702 South College Road, Wilmington, NC 28412 • United States
1117 Military Cutoff Road, Wilmington, NC 28405 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Raleigh | NC | 02/2015 | 04/2019 |
| Lpl Financial, Llc | Raleigh | NC | 04/2019 | Present |
| South State Bank | Raleigh | NC | 04/2019 | Present |
1. 01/01/2017 - TRIANGLE YMCA DEVELOPMENT COMMITTEE MEMBER/ NON-PROFIT BOARD MEMBER/ NOT INVESTMENT RELATED / 0%/ RALEIGH, NC 2. 04/26/2019 - SOUTH STATE INVESTMENT SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ RALEIGH, NC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-17 |
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