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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-23 |
| SC | RA | APPROVED | 2023-02-15 |
| NC | RA | APPROVED | 2020-06-23 |
Branch Locations
519 S. New Hope Road, Gastonia, NC 28054 • United States
233 S Main St, Mount Holly, NC 28120 • United States
11039 Ocean Hwy, Pawleys Island, SC 29585 • United States
4210 Highway 17 By Pass, Murrells Inlet, SC 29576 • United States
501 Main Street, Conway, SC 29526 • United States
4331 Robert M. Grissom Parkway, Myrtle Beach, SC 29577 • United States
1025 Church St, Georgetown, SC 29440 • United States
211 Highway 17 North, Surfside Beach, SC 29575 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlotte | NC | 05/2012 | 11/2016 |
| Pnc Investments | Pittsburgh | PA | 11/2016 | 02/2018 |
| Investacorp Inc | Miami | FL | 03/2018 | 05/2020 |
| Investacorp Advisory Services | Miami | FL | 03/2018 | 05/2020 |
| South State Bank | Gastonia | SC | 06/2020 | Present |
| Lpl Financial Llc | Gastonia | NC | 06/2020 | Present |
1)06/23/2020 - South State Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-13 |
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