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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
701 Green Valley Rd, Ste. 302, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Greensboro | NC | 03/2010 | 09/2022 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | 09/2022 |
| Lpl Financial Llc | Greensboro | NC | 09/2022 | Present |
1)09/22/2022 - Kersey Valley, Inc. - Outside W2 Employee - Non-Inv Rel - Archdale, NC - Start: 10/2022 - 16/60 HR/Mth 2)03/07/2024 - No Business Name - Non-Inv Related - At Reported Business Location(s) - Notary Public - Started: 2/15/2024 - 1 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-01 |
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