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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-27 |
Branch Locations
3120 S Church St Ste 101, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Burlington | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Burlington | NC | 11/2016 | 05/2021 |
| Lpl Financial | Burlington | NC | 05/2021 | Present |
1)05/20/2021 - Fisher Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2021 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
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