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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-10-18 |
Branch Locations
4459 Arendell St Unit 6, Morehead City, NC 28557 • United States
4180 Western Blvd, Jacksonville, NC 28546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morehead City | NC | 10/2013 | Present |
| First South Bank | Morehead City | NC | 10/2013 | 07/2019 |
| Crescom Bank (Formerly: First South Bank) | Morehead City | NC | 07/2019 | 07/2020 |
1. 10/18/2013: Weldon Wood, LLC - Investment Related - Real Estate Rental - Time Spent 0% - Co-owner with brother on real estate land. 2. 3/17/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/18/2016 - 5 Hours Per Month/3 Hours During Securities Trading - Independent Agent. 3. 10/1/2020 - Flat Lands Jessup Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/24/2020 - 8 Hours Per Month During Securities Trading. 4. 7/8/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Marine Federal Financial Group - Investment Related - At Reported Business Location(s) - Start Date: 6/21/2021 - 64 Hours Per Month/64 Hours During Securities Trading. 5. 12/26/2025 - Carteret HealthCare - Non-Profit Board Member - Carteret Healthcare Board Member - Not Investment Related - Morehead City, NC - Start Date 01/26/2026 - 3 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-16 |
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