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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-07-12 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Charlotte | NC | 08/2014 | 12/2019 |
| Unemployed | Charlotte | NC | 01/2020 | 05/2020 |
| First National Bank Of Pa | Charlotte | NC | 06/2020 | 05/2021 |
| Cetera Investment Services Llc | St.CLoud | MN | 06/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Charlotte | NC | 06/2020 | 05/2021 |
| Lpl Financial Llc | Fort Mill | SC | 07/2021 | Present |
| Flagstar Bank | Fort Mill | SC | 07/2021 | Present |
1. 02/02/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-23 |
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