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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-25 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
500 Congaree Road Suite 1103, Greenville, SC 29607 • United States
500 Congaree Road Suite 1103, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flynn Wealth Management Group | Greenville | SC | 06/2015 | 03/2018 |
| Voya Financial Advisors, Inc. | Greenville | SC | 06/2013 | 02/2017 |
| Raymond James & Associates, Inc. | Greenville | SC | 05/2018 | 06/2025 |
| Ifs Securities | Greenville | SC | 03/2017 | 03/2018 |
| Kami Ocean And The Rhythm | Greenville | SC | 05/2018 | Present |
| Lpl Financial Llc | Greenville | SC | 06/2025 | Present |
1.Start Date: 01/01/2009 - Kami Ocean and The Rhythm - Artist/Musician - Not Investment Related - Simpsonville, SC 29681 - 5 Hrs/Mth - 0 Hrs During Trading - time Spent: 10 2.Start Date: 06/25/2025 - Harvest Wealth Capital Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Greenville, SC 29607 - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0 3.Start Date: 06/15/2025 - Harvest Wealth - Notary - Investment Related - Greenville, SC 29607 - 1 Hrs/Mth - 0 Hrs During Trading - time Spent:100 4.Start Date: 06/25/2025 - Harvest Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - Greenville, SC 29607 - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-26 |
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