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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-06 |
Branch Locations
1691 Westbrook Plaza Drive, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Greensboro | NC | 08/2001 | 01/2021 |
| Td Ameritrade, Inc. | Greensboro | NC | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Self Employed | Greensboro | NC | 01/2021 | 12/2025 |
| Lpl Financial Llc | Winston Salem | NC | 01/2026 | Present |
| Allegacy Federal Credit Union | Winston Salem | NC | 01/2026 | Present |
1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Allegacy Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2025-12-24 - FINANCIAL CONSULTANT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-04 |
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