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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| SC | RA | APPROVED | 2024-01-09 |
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 |
|---|---|---|---|---|
| Guardian Life Ins | Columbia | SC | 02/2016 | 03/2022 |
| Park Avenue Securities | Columbia | SC | 03/2016 | 03/2022 |
| Lpl Financial Llc | Columbia | SC | 03/2022 | Present |
1) 03/25/2022 - E Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 2) 03/25/2022 - HYR Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 07/2007 - 30 Hr/Mth 3) 07/14/2023 - The Legace' Group - Not Investment Related - Virtual - Rep's Business - COO - Start Date 05/22/2023 - 15 Hours Per Month/ 0 Hours During Trading 4) 05/22/2025 - Doordash - Other - Food Delivery - Non Inv related - Home Based - Start date: 05/23/2025 - 25 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-08 |
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