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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED_RES | 2024-04-18 |
Branch Locations
221 Shaw Street, Suite M,, Clemson, SC 29631 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clemson | SC | 08/1997 | 04/2024 |
| Bank Of America, N.A. | Clemson | SC | 09/2009 | 04/2024 |
| Lpl Financial Llc | Fort Mill | SC | 04/2024 | Present |
1) 3/25/2024- 321 Riverbank Lecroy, LLC - Real Estate Rental - Property Co-owner - Inv. Related- Clemson, SC- start date 4/1/2022- 2hrs/mth 2) 3/25/2024- Upstate SC Flyers LLC - Business Entity For Tax/Investment Purposes Only - Co-owner - Non-Inv. Related- West Union, SC - start date 4/1/2023- 1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-21 |
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