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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2025-03-05 |
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 | 03/2025 |
| Lpl Financial Llc | Charlotte | NC | 03/2025 | Present |
1- 01/2025 / Carnegie Private Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / at reported business location(s) / start 03/03/2025 2- 10/30/2025 - Non-Variable Insurance - Sr. Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/29/2025 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-16 |
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