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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-04 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
360 Kingsley Park Drive Suite 100, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2012 | 02/2020 |
| Tiaa | Charlotte | NC | 11/2012 | 02/2020 |
| Lpl Financial Llc | Fort Mill | SC | 03/2020 | Present |
| Frgis | Fort Mill | SC | 03/2020 | 11/2025 |
| Gladstone Wealth Partners | Fort Mill | SC | 05/2020 | 11/2025 |
1. 7/30/2020 - Gladstone Institutional Advisory - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/10/2020 - 20 Hours Per Month During Securities Trading - I provide administrative support to Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-14 |
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