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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-18 |
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 |
|---|---|---|---|---|
| Mbsc Securities Corporation | Atlanta | GA | 07/2014 | 12/2018 |
| Prudential Investment Management Services Llc | Charlotte | NC | 01/2019 | 08/2024 |
| Pgim Investments,Llc | Charlotte | NC | 01/2019 | 08/2024 |
| Lpl Financial Llc | Charlotte | NC | 08/2024 | Present |
1- 08/19/2024 / Carnegie Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / Start Date:08/19/2024 - 160 hrs mth / 6.5 hrs during trading 2) 10/06/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:09/30/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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