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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-04 |
Branch Locations
2036 Ewall Street, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Daniel Island | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Daniel Island | SC | 11/2016 | 10/2017 |
| Cetera Advisors Llc | Denver | CO | 06/2018 | 03/2025 |
| Wells Fargo Clearing Services Llc | Mt. Pleasant | SC | 10/2017 | 06/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Mount Pleasant | SC | 03/2025 | Present |
1) 02/2025 - Charleston Retirement Planning / Non-Variable Insurance / Inv Related / Mount Pleasant, SC 29464 / Start date 03/03/2025 - 6 Hrs per month - 5% Time Spent 2) 02/2025 - Charleston Retirement Planning / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-05 |
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