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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-14 |
Branch Locations
3122 Millwood Ave, Columbia, SC 29205 • United States
919 North Lake Drive, Lexington, SC 29072 • United States
2651 Clemson Rd, Columbia, SC 29229 • United States
3122 Milwood Ave, Columbia, SC 29205 • United States
7816 Broad River Rd, Irmo, SC 29063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Columbia | SC | 06/2016 | 08/2018 |
| Good Life Advisors, Llc | Wyomissing | PA | 06/2016 | 08/2018 |
| Modern Family Asset Management | Columbia | SC | 06/2016 | 08/2018 |
| South Carolina Federal Credit Union | Columbia | SC | 08/2018 | 08/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2018 | 08/2022 |
| Lpl Financial Llc | Columbia | SC | 09/2022 | Present |
| Palmetto Citizens Federal Credit Union | Columbia | SC | 08/2022 | Present |
1)09/09/2022 - Palmetto Citizens Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-25 |
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