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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| SC | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
2101 Woodruff Rd, Greenville, SC 29607 • United States
401 W Butler Rd, Mauldin, SC 29662 • United States
106 W College St, Simpsonville, SC 29681 • United States
300 N Weston St, Fountain Inn, SC 29644 • United States
1400 Augusta St, Greenville, SC 29605 • United States
1524 E Main St, Easley, SC 29640 • United States
470 Haywood Rd, Greenville, SC 29607 • United States
101 West Main St., Laurens, SC 29360 • United States
207 N Cambridge St, Ninety Six, SC 29666 • United States
701 Montague Ave, Greenwood, SC 29649 • United States
815 N Main St, Anderson, SC 29621 • United States
901 S Mechanic St, Pendleton, SC 29670 • United States
570 Roe Center Ct, Travelers Rest, SC 29690 • United States
108 E Main St, Duncan, SC 29334 • United States
1510 Old Trolley Rd, Summerville, SC 29485 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Community Banks, Inc. | Greenville | SC | 10/2015 | Present |
| Invest Financial Corp. | Tampa | FL | 10/2015 | 02/2018 |
| Lpl Financial Llc | Travelers Rest | SC | 02/2018 | Present |
1. 09/16/2019 - Westview Enterprises, LLC - Investment related - 22 Westview Ave Greenville, SC 29609 - Real Estate Rental - start date:06/21/2019 - 20 hrs/mo - 0 hrs during trading. 2. 4/8/2021 - Watch Depot, LLC - Not Investment Related - Home Based - Other-Business Owner - Start Date: 10/28/2020 - 8 Hours Per Month/0 Hours During Securities Trading - Owner-Ecommerce. 3. 09/12/2022 - Applied Concepts Enterprises, Ltd Co - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 09/26/2018 - 2 Hours Per Month/0 Hours During Securities Trading 4. 08/22/2024 - United Community Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/02/2023 - 160 Hours Per Month/ 120 Hours During Trading 5. 09/03/2025- Watch Matrix- Other - Software Development and Sales- Not INV Related- At BDover, DE - Start date 01/24/2022- 20 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-05 |
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