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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-20 |
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 08/2013 | 06/2020 |
| Bank Of America, N.A. | Greensboro | NC | 11/2013 | 06/2020 |
| Nerdwallet | Greensboro | NC | 07/2020 | 11/2021 |
| Cuso Financial Service, Lp | San Diego | CA | 12/2021 | 05/2025 |
| Truliant Federal Credit Union | Winston-Salem | NC | 12/2021 | 06/2025 |
| Lpl Financial Llc | Winston-Salem | NC | 05/2025 | Present |
| Redwood Credit Union | Napa | CA | 06/2025 | Present |
1. 07/28/2025 - Redwood Wealth Management - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s). Start date:06/23/2025 - 160hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-12 |
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