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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-20 |
Branch Locations
8110 Us Hwy 158, Stokesdale, NC 27357 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
8110 Us Hwy 158, Stokesdale, NC 27357 • United States
2561 Lewisville Clemmons Rd., Clemmons, NC 27012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comparion Insurance | Huntersville | NC | 12/2024 | 06/2025 |
| Unemployed | Stokesdale | NC | 08/2024 | 12/2024 |
| State Employees Credit Union | Greensboro | NC | 11/2007 | 08/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2025 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Greensboro | NC | 06/2025 | 07/2025 |
| Blueprint Financial Advisors, Llc | Greensboro | NC | 10/2025 | 04/2026 |
| Unemployed | Stokesdale | NC | 07/2025 | 10/2025 |
| Maplewood Investments, Inc. | Greensboro | NC | 10/2025 | 04/2026 |
| Lpl Financial Llc | Stokesdale | NC | 04/2026 | Present |
| Fidelity Bank | Stokesdale | NC | 04/2026 | Present |
1) 04/17/2026- American Benefits - Outside/W-2 Employment- Contractor/Agent for Medicare Supplement, Life Insurance and helps with bookkeeping- Inv. Related- Greensboro, NC 27410-Start Date 8/1/2025- 2-3hrs/mth - 0 during trading hours 2) 4/14/2026- American Benefits- Medicare Supplement trails only- Inv. Related- Greensboro, NC - start date 8/01/2025 - 1hrs/mth- 0 during trading 3) 04/17/2026 - Notary Public- Inv. Related- Stokesdale, NC - start date 5/24/2023 - 0hrs/0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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