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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED | 2024-08-08 |
Branch Locations
559 Davidson Gateway Dr. Suite 101, Davidson, NC 28036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 03/2021 |
| Wells Fargo Advisors Financial Network, Llc | Davidson | NC | 03/2021 | 08/2024 |
| Lpl Financial Llc. | Davidson | NC | 08/2024 | Present |
1) 06/24/2024 - 4 Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 - 10 Hr/Mth 2) 06/24/2024 - Coast 2 Coast Wealth Management - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2023 - 120 Hr/Mth 3) 06/24/2024 - LAURA LONG, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 03/2021 4) 06/24/2024 - Real Estate Rental - Lake Lure, NC - Non-Inv Rel - Start: 07/2019 - 1 Hr/Mth 5) 06/24/2024 - 4 Point Leasing LLC - Real Estate Rental - At Reported Business Location(s) - Inv Rel - Start: 05/2021 - 1 Hr/Mth 6) 09/22/2025- 4Point Benefits, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 05/07/2025- 1 Hour Per Month 7) 02/05/2026 - Point Forth Tax Planning LLC - Tax Prep/Accounting/CPA - Managing Member - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 15 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-06 |
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