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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-01 |
| TX | RA | APPROVED_RES | 2023-10-27 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | High Point | NC | 09/2014 | 10/2023 |
| Lpl Financial Llc | Winston Salem | NC | 10/2023 | Present |
1)10/18/2023 - Family Capital Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2020 - 160 Hr/Mth 2)10/18/2023 - CCHI Ltd Liability CO - Silent Partner - Concealed Carry Handgun Instruction - Non-Inv Rel - Winston Salem, NC - Start: 03/2020 - 32 Hr/Mth 3) 05/01/2025 - Family Capital Group LLC - Investment Related - Non-Variable Insurance - At reported business locations - Start Date:04/29/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-18 |
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