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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1135 Kildaire Farm Rd Ste 200, Cary, NC 27511 • United States
Fayetteville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2014 | 12/2020 |
| Cetera Advisors Llc | St Cloud | MN | 12/2020 | 04/2024 |
| Fwc Financial | Fayetteville | NC | 12/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 04/2024 |
| Lpl Financial | Fayetteville | NC | 04/2024 | Present |
1- 04/2024 / FWC Financial LLC / Non-Variable Insurance / Investment Related / 1 hrs mnth / 1 hr during trading 2- 04/2024 / FWC Financial, LLC. / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hr mnth / 8 hrs during trading 3- 03/04/2025- FWC Financial LLC- Outside/W-2 Employment- Not INV Related- At Fayetteville NC- 10 Hours Per Month- Start 02/28/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-04 |
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