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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-08-17 |
Branch Locations
120 Academy St Ste 102-028, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Nanuet | NY | 04/2004 | 10/2016 |
| Foresters Financial Advisory Services, Llc | Nanuet | NY | 08/2012 | 10/2016 |
| Foresters Financial Services | Charlotte | NC | 10/2016 | 08/2018 |
| Foresters Advisory Services | Charlotte | NC | 10/2016 | 08/2018 |
| Lpl Financial Llc | Fort Mill | SC | 08/2018 | Present |
1)8/17/18 - Arrow & Bow Wealth Advisors - DBA for LPL Business (entity for LPL business)- Inv. Related- Fort Mill, SC - 100% 2)8/17/18- Good Life IA- Non-Variable Insurance- Agent for Life, Health, Disability, LTC, Fixed, Medicare- Inv. Related- Fort Mill, SC - start date 8/17/18 - 32hrs.mth - 20% 3) 9/8/2020 - Deena R. Wilson - Not Investment Related - Outside/W-2 Employment - Independent Nail Stylist - Start Date: 8/28/2020 - 12 Hours Per Month/0 Hours During Securities Trading - Sales of Color Street nail polish strips.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-22 |
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