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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 03/2023 |
| Lpl Financial | Charlotte | NC | 03/2023 | Present |
1) 02/2023 - Carnegie Private Wealth - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 10/30/2025- No Business Name- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/29/2025- 2 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
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