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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-13 |
| NC | RA | APPROVED | 2018-06-22 |
Branch Locations
3120 S Church St Ste 101, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Chapel Hill | NC | 12/2010 | 05/2018 |
| Tiaa | Chapel Hill | NC | 12/2010 | 05/2018 |
| Lpl Financial Llc | Burlington | NC | 06/2018 | Present |
1) 05/15/2018 - Fisher Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2018 - 173 hr/mth. 2) 4/26/2019 - The Burlington School - Not Investment Related - 1615 Greenwood Terrace, Burlington, NC 27215 - For-Profit Board Member - Board Member - Started 01/17/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 3) 4/9/2021 - The Spin Barre - Not Investment Related - 3545 S Church St, Burlington, NC 27215 - Outside/W-2 Employment - Start Date: 3/8/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Spin Class Instructor 4) 07/19/2023 - The Pharm Partners - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Member - Start Date 07/10/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-22 |
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