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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
1325 Mount Hermon Rd Ste 10A, Salisbury, MD 21804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2003 | 11/2023 |
| Prospera Financial Services, Inc. | Dallas | TX | 12/2023 | 05/2025 |
| Lpl Financial, Llc | Salisbury | MD | 05/2025 | Present |
1. 05/19/2025 - Blue Coast Wealth Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Salisbury, MD 21804 -Start Date: 05/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100. 2.05/19/2025 - Kelley Selph - Non-Variable Insurance - Investment Related - Salisbury, MD 21804 - Start Date: 05/16/2025 - 8 Hrs/Mth - 2 Hrs During Trading - Time Spent: 5 3) 08/01/2025 - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:08/15/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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