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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-07-23 |
| TX | RA | APPROVED | 2019-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Camden | SC | 01/2011 | 07/2019 |
| Lpl Financial Llc | Camden | SC | 07/2019 | Present |
1)07/05/2019 - Lumen Financial Planning and Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2019 - 130 hr/mth 2) 07/05/2019 - Camden Financial Partners, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 01/2011 - 2 hr/mth 3)07/05/2019 - CHESTNUT STREET PARTNERS LLC - Real Estate Rental - inv rel - at reported business location - start: 05/1998 - 1 hr/mth 4)07/05/2019 - Gen WXY Holdings, LLC - Real Estate Rental - inv rel - at reported business location - start: 03/2012 - 2 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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