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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-07-23 |
| TX | RA | APPROVED | 2019-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Camden | SC | 01/2011 | 07/2019 |
| Lpl Financial Llc | Camden | SC | 07/2019 | Present |
1)7/23/19- Lumen Financial Planning and Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Camden, SC-100% 2)7/23/19- Camden Financial Partners, LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related-start date 1/11/2011- Camden, SC- 1hr/mth -1% 3)7/23/19- Gen W X Y Holdings LLC- real estate partnership- Inv. Related- Camden, SC - start date 10/1/2012- 3hrs/mth- 1% 4)11/20/2023 - JLP Morphs - Non-Inv Related - Camden, SC - Other - Reptile Breeding - Start date: 10/1/2023 - 40 Hrs/Mo; 0 During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
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