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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-01 |
Branch Locations
460 Weaverville Rd Ste 4, Asheville, NC 28804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dwayne M Dills Cpa Pc | Asheville | NC | 01/2005 | Present |
| Southeast Investments N. C., Inc. | Charlotte | NC | 09/2006 | 11/2021 |
| Grove Point Investments, Llc | Rockville | FL | 11/2021 | 05/2025 |
| Lpl Financial Llc | Asheville | NC | 05/2025 | Present |
1. 05/01/2025 - Security Planning Agency LLC - Non-Variable Insurance - Inv related - At reported business location(s) - Start date: 10/21/2021 - 5hrs/mnth 5 hrs during trading. 2. 05/01/2025 - Dwayne M Dills CPA CFP` PC - Tax Prep/Accounting/CPA - Inv related - WEAVERVILLE NC - Start date: 08/01/1997 - 110hrs/mnth 85 hrs during trading. 3. 05/01/2025 - Security Planning Advisors - DBA for LPL Business (entity for LPL business) - Inv related - At reported business location(s) - Start date: 10/21/2021 - 110hrs/mnth 110 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-05 |
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