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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED_RES | 2022-10-20 |
Branch Locations
185 West Evans Street, Florence, SC 29501 • United States
607 East Ashby Rd, Quinby, SC 29506 • United States
112 Main St, Lamar, SC 29069 • United States
243 East Main St, Bennettsville, SC 29512 • United States
320 Chesterfield Hwy, Cheraw, SC 29520 • United States
103 N Main St, Darlington, SC 29532 • United States
525 S Fifth St, Hartsville, SC 29550 • United States
114 W Mcintyre St, Mullins, SC 29574 • United States
1041 Sea Mountain Hwy, North Myrtle Beach, SC 29582 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Bank And Trust | Hartsville | SC | 07/2008 | Present |
| Cantella And Co., Inc. | Boston | MA | 09/2010 | 10/2022 |
| Lpl Financial Llc | Florence | SC | 10/2022 | Present |
1) 10/2022-CB&T Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 06/13/2024 - Carolina Bank & Trust - Inv Related - At Reported Business location(s) - Non-Variable Insurance - Started: 10/15/2022 - 10 Hrs/Mo During Trading. 3) 02/26/2025- South Carolina High Schools- Outside/W-2 Employment- Not INV Related- At Florence, SC- Start date 02/10/2025- 20 Hours Per Month-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-21 |
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