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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-28 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Mount Holly, NC • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2007 | 06/2017 |
| Self Employed | Charlotte | NC | 06/2016 | 06/2017 |
| Lpl Financial Llc | Fort Mill | SC | 07/2017 | Present |
1. 7/13/2017 - Uber Technologies - Not Investment Related - 555 Market Street, San Francisco, CA 94105 - Outside/W-2 Employment - Uber Driver - Started 5/15/2015 - 40 Hours Per Month - Ridesharing / Taxi.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-21 |
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