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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED_RES | 2021-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mchenry | MD | 05/2009 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Mchenry | MD | 11/2016 | 06/2021 |
| Lpl Financial, Llc | Cumberland | MD | 06/2021 | Present |
1. 6/17/2021 - Boggs & Company Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/10/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 01/06/2022 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-02 |
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