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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-14 |
| VA | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2024-06-18 |
Branch Locations
Winston Salem, NC • United States
500 W 5Th St Ste 825, Winston Salem, NC 27101 • United States
4860 Cox Rd Ste 200 #216, Glen Allen, VA 23060 • 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 |
|---|---|---|---|---|
| B.C. Ziegler And Company | Richmond | VA | 02/2014 | 03/2018 |
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 03/2018 | 06/2024 |
| Lpl Financial Llc | Glen Allen | VA | 06/2024 | Present |
1) 05/2024 - Highland Partners Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 06/17/2024 - Simplicity Group - Inv. Related - At Reported Business Location(s) - Non-Variable Insurance - Start date: 06/05/2024 - 25 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-30 |
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