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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-14 |
Branch Locations
171 Church St. Ste 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Charleston | SC | 05/2009 | 12/2018 |
| Lpl Financial Llc | Charleston | SC | 12/2018 | Present |
1)12/07/2018 - Harbor Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2006. 2) 6/3/2019 - PruittCares Foundation - Not Investment Related - 1626 Jeurgens Court, Norcross, GA 30093 - For-Profit Board Member - Started 01/01/2005 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-14 |
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