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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-12 |
Branch Locations
6701 Carmel Rd. Ste. 101, Charlotte, NC 28226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gcg Wealth Management | Charlotte | NC | 04/2008 | Present |
| Questar Capital Corporation | Minneapolis | MN | 11/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 06/2023 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 06/2023 |
| Lpl Financial, Llc | Charlotte | NC | 06/2023 | Present |
1) 06/29/2023- Clarity Wealth Planning, LLC - DBA for LPL Business (entity for LPL business)- Inv. related- at reported business location(s) - 200hrs/mth 2) 06/22/2023- Non-Variable Insurance - Agent selling Life, disability, long-term care, fixed annuities - Inv. related- Charlotte, NC - 10hrs/mth -start dat 6/29/2023 3) 06/06/2024 - St. Matthew Catholic School - Other - 5th Grade Basketball Coach - Coach - Not Investment Related - 11525 Elm Ln., Charlotte, NC 28277 - Start Date 05/13/2024 - 8 Hours per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-01 |
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