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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-03 |
Branch Locations
1010 N Elm St, Greensboro, NC 27401 • United States
1010 N Elm Street, Greensboro, NC 27401 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Clemmons | NC | 04/2014 | 07/2020 |
| Lincoln Financial Securities | Greensboro | NC | 07/2020 | 05/2024 |
| Lpl Financial | Greensboro | NC | 05/2024 | Present |
1) 05/2024 - RD Marketing Group / Non-Variable Insurance / Inv. Related /Greensboro NC / Start date 01/01/2024 - 10 Hrs per month - 5 % Time Spent 2) 05/2024 - Pilot Financial / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-24 |
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