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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-19 |
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Roanoke | VA | 08/2012 | 05/2017 |
| Jpmorgan Securities Llc | Columbus | OH | 06/2017 | 10/2018 |
| Unemployed | Columbus | OH | 05/2017 | 06/2017 |
| Jpmorgan Securities Llc | Columbus | OH | 06/2019 | 08/2021 |
| Jp Morgan Securities Llc | Westerville | OH | 10/2018 | 05/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2021 | 12/2022 |
| Cetera Advisors Llc | St Cloud | MN | 08/2021 | 01/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2021 | 01/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2021 | 01/2024 |
| First Allied Securities Llc | San Diego | CA | 08/2021 | 09/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2024 |
| Trustmont Financial Group, Llc | Greensburg | PA | 09/2024 | 05/2025 |
| Unemployed | Louisville | KY | 02/2024 | 08/2024 |
| Lpl Financial Llc | Fort Mill | SC | 11/2025 | 04/2026 |
| Unemployed | Louisville | KY | 05/2025 | 09/2025 |
| Saint Mary Academy | Prospect | KY | 09/2025 | 11/2025 |
| St. Patrick Preschool | Louisville | KY | 08/2024 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | 08/2026 |
| Lpl Financial Llc | Fort Mill | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-27 |
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