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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-04 |
| TX | RA | APPROVED_RES | 2022-09-22 |
Branch Locations
701 Green Valley Rd, Ste. 302, Greensboro, NC 27408 • United States
Chapel Hill, NC • United States
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 |
|---|---|---|---|---|
| Bb&T Securities | Greensboro | NC | 05/2016 | 09/2022 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | 09/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2022 |
| Lpl Financial Llc | Greensboro | NC | 09/2022 | Present |
1) 02/04/2026 - NC Notary - Notary - Investment Related - At Reported Business Location(s) - Start Date 11/06/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-29 |
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