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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-09-01 |
Branch Locations
611 N Howe St, Southport, NC 28461 • United States
Southport, NC • United States
5700 Creedmoor Rd, Raleigh, NC 27612 • United States
600 Oberlin Rd, Raleigh, NC 27605 • United States
919 Hwy 70 West, Garner, NC 27529 • United States
1426 E 11Th St, Siler City, NC 27344 • United States
7000 Gb Alford Hwy, Holly Springs, NC 27540 • United States
32 Industrial Park Dr Ste 140, Pittsboro, NC 27312 • United States
2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Raleigh | NC | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 07/2019 |
| Lpl Financial Llc | Raleigh | NC | 08/2019 | Present |
1. 04/16/2024 - Fidelity Bank - Non-Inv Related - Financial Institution Duty - Relationship Manager - Started: 1/1/2024 - 2 Hrs/Mo. 2. 04/17/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/20/2024 - 5 Hours Per Month/ 1 Hour During Trading 3) 03/26/2025 - Blueprint Investment Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:03/04/2025 - 200 Hrs/Mth - 6 Hrs During Trading. 4)06/30/2025 - Blueprint Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/06/2025 - 200 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-21 |
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