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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| SC | RA | APPROVED | 2026-01-14 |
Branch Locations
Indian Land, SC • United States
1055 Lpl Way, Fort Mill, SC 29715 • 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 |
|---|---|---|---|---|
| Mutual Of America | Charlotte | NC | 03/2023 | 12/2024 |
| Upland Logistics | Elgin | IL | 04/2020 | 01/2023 |
| Xpo Logistics | Charlotte | NC | 02/2018 | 03/2020 |
| Orangetheory Fitness | Charlotte | NC | 09/2017 | 05/2018 |
| Tpm, Inc | Charlotte | NC | 07/2015 | 06/2017 |
| Lpl Financial Llc | Fort Mill | SC | 04/2025 | Present |
| Unemployed | Indian Land | SC | 12/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-11 |
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