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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2024-10-21 |
Branch Locations
224 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hunt Valley | MD | 06/2015 | 09/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2015 | 10/2024 |
| Morgan Stanley | Charleston | SC | 09/2017 | 10/2024 |
| Lpl Financial Llc | Daniel Island | SC | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2015 | Present |
1- 10/2024 / Island Park Private Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / 80 hrs mnth / 20 hrs during trading 2- 10/2024 / Sheehan Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv Rltd / 80 hrs mnth / 20 hrs during trading 3- 10/2024 / Crown King LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 01/01/2019 4- 10/2024 / MEZ Ventures, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd 5- 10/2024 / MEZ Real Estate I, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 05/06/2021 6- 10/2024 / MEZ Holdings LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 05/04/2021 7- 10/2024 / RLD Real Estate JDB BLvd LLC / Real Estate Rental / Inv Rltd / start 07/20/2022 8- 10/2024 / Z Factor Properties LLC / Real Estate Rental / Inv Rltd / start 11/24/2023 9- 10/2024 / Salty Oak Farm Holdco, LLC / Business Owner / non inv rltd / 10 hrs mnth / 2 hrs during trading / star 11/24/2023 10- 10/2024 /Salty Oak Equestrian, LLC / Business Owner / Non inv rltd / 5 hrs mnth / 1 hrs during trading / start 01/02/2024 11- 10/2024 / More Money Now / Author / inv rltd / start 05/20/2016 12- 10/2024 / Smile Partners of Charleston/River Landing Dentistry / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 07/02/2018 13- 10/2024 / River Landing Dentistry West Summerville, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 11/01/2023 14- 10/2024 / River Landing Dentistry Mount Pleasant, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 07/10/2024 15- 10/2024 / RYZ Holdings / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 01/01/2021 16- 10/2024 / River Landing Holdings LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 01/01/2021 17- 10/2024 / RLD Management LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 01/01/2021 18- 10/2024 / River Landing Dentistry North CHS LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 09/01/2023 19- 10/2024 / RLD Charleston Sub DS0 LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 01/01/2024 20- 10/2024 / Dental Development Partners LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 06/03/2024 21- 10/2024 / Dental Development General Partners LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 06/03/2024 22) 01/08/2025 - WAC development Partners LLC - Investment Related - Real Estate Rental - Home Based - Start Date:01/03/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 23) 01/08/2025 - 224 Seven Farms LLC - Investment Related - Real Estate Rental - Daniel Island SC - Start Date:01/10/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 24) 01/08/2025 - MEZ Real Estate 1, LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:01/03/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 25) 03/21/2025 - 200 Brighton Park LLC - Investment Related -Real Estate Rental-Summerville SC-Start Date:03/28/2025-0 Hrs/Mth - 0 Hrs During Trading. 26) 03/21/2025 - Island Park Holdings LLC- Investment Related - Real Estate Rental-Daniel Island SC - Start Date:04/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
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