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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-04 |
| SC | RA | APPROVED | 2024-01-03 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Ridgeville, SC • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 04/2016 | 09/2019 |
| Bank Of America, N.A. | Norfolk | VA | 04/2016 | 09/2019 |
| Wells Fargo Bank, Na | Charleston | SC | 03/2021 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 03/2021 | 12/2023 |
| Lpl Financial Llc | Fort Mill | SC | 12/2023 | Present |
| Bb&T, Now Truist | Virginia Beach | VA | 09/2019 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-20 |
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