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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2006 | 06/2026 |
| Lpl Financial Llc | Lipan | TX | 06/2026 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
1- 06/17/2026 - JKC Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/05/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-24 |
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