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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-03 |
Branch Locations
497 Bramson Ct. Unit 101A, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | North Charleston | SC | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 09/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 09/2024 |
| Lpl Financial Llc | North Charleston | SC | 08/2024 | Present |
1 - 08/2024 - Integrity Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 08/2024 - Insurance Sales - Non-Variable Insurance - Inv Related - 2 Hours/Month - OBA Start Date: 02/16/2009.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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