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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-10 |
Branch Locations
3674 Hendersonville Rd, Fletcher, NC 28732 • United States
101 Jack St, Hendersonville, NC 28792 • United States
1441 Patton Ave, Asheville, NC 28806 • United States
209 Turnersburg Hwy, Statesville, NC 28625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2014 | 07/2018 |
| Bank Of America, N.A. | Charlotte | NC | 09/2014 | 07/2018 |
| Wells Fargo Clearing Services | Charlotte | NC | 02/2019 | 10/2021 |
| Unemployed | Charlotte | NC | 08/2018 | 01/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 10/2021 | 06/2023 |
| Namcoa | Naples | FL | 09/2023 | 06/2024 |
| Lpl Financial Llc | Statesville | NC | 07/2024 | Present |
| United Federal Credit Union | Statesville | NC | 06/2024 | Present |
1 - 07/08/2024 - United Investment Planning - DBA for LPL Business (entity for LPL business) - At Reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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