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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-10 |
| NC | RA | APPROVED | 2022-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hendersonville | NC | 05/2009 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Hendersonville | NC | 11/2018 | 12/2019 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 08/2020 | 05/2022 |
| United Federal Credit Union | Asheville | NC | 12/2018 | 06/2020 |
| Unemployed | Asheville | NC | 07/2020 | 08/2020 |
| Lpl Financial Llc | Greenville | SC | 05/2022 | Present |
1. 05/18/2022 - Martha Williams Brookshire Trust - Investment Related - Home Based - Act in a Fiduciary Capacity - 1 Hour Per Month/0 Hours During Securities Trading. 2. 05/24/2022 - SCU Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
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