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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-02-11 |
Branch Locations
907 N Walnut St, Lumberton, NC 28358 • United States
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 |
|---|---|---|---|---|
| S Preston Douglas & Associates Llp | Lumberton | NC | 01/1988 | Present |
| Lpl Financial Llc | Burlington | NC | 01/2008 | Present |
1. 2/11/2008 - Duncan McLean Properties, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Duncan Mclean Properties, LLC. Company operates as partnership and owns three lots on Bald Head Island NC for investment only. I prepare tax return for entity - 1% TIME SPENT. 2. 02/11/2008 - NO BUSINESS NAME - Real Estate Rental - INV REL - AT REPORTED BUSINESS LOCATION - McLean Family Properties, LLC rents self storage units in Lumberton, NC. I am a member of the organization and only participate in preparation of tax returns and long range planning with other members. Charwill Self Storage 2171 Gavintown Road - 1% TIME SPENT. 3. 02/11/2008 - NO BUSINESS NAME - Community, Civic and Charitable Board - NOT INV REL - AT REPORTED BUSINESS LOCATION - Pinecrest County Club - a non profit private country club. I am a Director and President of the organization. I sign checks, prepare financial statement, and prepare tax returns. I am a Director and President of the organization. I sign checks - 1% TIME SPENT. 4. 02/11/2008 - S. Preston Douglas & Associates, LLP - CPA Affiliate Program - INV REL - AT REPORTED BUSINESS LOCATION - S. Preston Douglas & Associates, LLP - Certified Public Accounts. I am one of five managing partners, Managing partners manage all activities of firm. My duties include income tax preparation and planning, accounting, audit, and bookkeeping, and - 95% TIME SPENT. 5. 02/11/2008 - NO BUSINESS NAME - Real Estate Rental - INV REL - AT REPORTED BUSINESS LOCATION - Merchants Storage, LLP - rents three commercial buildings. I own 10% of company and I pay and prepare tax returns. Roland, NC, 121 Cold Storage Rd, Lumberton, NC, Wadesboro, NC - 1% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-24 |
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