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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-07-08 |
Branch Locations
2316 N Highway 16 Business, Denver, NC 28037 • United States
2085 Statesville Blvd, Salisbury, NC 28147 • United States
2517 South Church St, Burlington, NC 27215 • United States
2933 Union Rd, Gastonia, NC 28054 • United States
331 S Lafayett St, Shelby, NC 28150 • United States
2561 Lewisville Clemmons Rd, Clemmons, NC 27012 • United States
100 N Main St, Belmont, NC 28012 • United States
532 E Broad Ave, Rockingham, NC 28379 • United States
610 Cox Rd, Gastonia, NC 28054 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 06/2013 | Present |
| The Fidelity Bank | Shelby | NC | 06/2013 | Present |
1. 04/16/2024 - Fidelity Bank - Non-Inv Related - Financial Institution Duty - Relationship Manager - Started: 1/1/2024 - 2 Hrs/Mo. 2. 04/04/2025 - Cleveland County Schools - Not Investment Related - Cleveland County Schools - Shelby, NC 28152 - Start date - 04/08/2025 - Cleveland County Schools - 36 Hrs/Mth - 0 Hrs During Trading 3. 03/07/2024 - none - Not Investment Related - DBA for LPL Business (entity for LPL business) - Shelby, NC 28150 - Start date - 01/01/2024 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-14 |
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