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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-05 |
| NC | RA | APPROVED | 2026-05-04 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 04/2026 |
| Lpl Financial Llc | Charlotte | NC | 05/2026 | Present |
1. 04/2026 - Carnegie Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 2. 04/2026 - Rental Property -Boca Grande, Florida - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Boca Grande, FL, 33921 - OBA Start Date: 01/17/2020 3. 04/2026 - Rental Property-Lexington, VA - Real Estate Rental - Inv Related - 3 Hour(s)/Month - 0 Hour(s) During Trading - Lexington, VA, 24450 - OBA Start Date: 02/06/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
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