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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
| SC | RA | APPROVED | 2018-09-18 |
Branch Locations
1032 Savannah Highway, Charleston, SC 29407 • United States
406 Nexton Square Drive, Summerville, SC 29486 • United States
321 Wingo Way Ste 103, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckenna Agency | Charleston | SC | 05/2010 | Present |
| Nationwide Securities, Llc | Dublin | OH | 06/2011 | 12/2016 |
| Nationwide Financial | Dublin | OH | 06/2011 | 12/2016 |
| Lpl Financial Llc | Charleston | SC | 01/2017 | Present |
1. 1/3/2017 - Lighthouse Wealth Advisors of Charleston LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/21/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 4/13/2020 - Abel Financial Consultancy, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/06/2020 - 170 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-20 |
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