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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-07 |
Branch Locations
360 Kingsley Park Drive Suite 100, Fort Mill, SC 29715 • United States
Surfside Beach, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Mill | SC | 07/2005 | 10/2022 |
| Advisor Group | Surfside Beach | SC | 11/2022 | 04/2025 |
| Lpl Financial | Fort Mill | SC | 04/2025 | Present |
1) 04/2025 - AJ Trees and Timber / Co-owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Chester SC 29706 / Start date 01/31/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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