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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-20 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Colleges Of Chicago | Chicago | IL | 01/2015 | 05/2018 |
| Valic Financial Advisors | Chicago | IL | 08/2016 | 10/2017 |
| Jp Morgan Chase Bank N.A. | Chicago | IL | 11/2017 | 09/2020 |
| Jp Morgan Securities, Llc | Chicago | IL | 01/2018 | 09/2020 |
| Sdh Enterprise | Chicago | IL | 01/2018 | 12/2018 |
| Lpl Financial Llc | Fort Mill | SC | 01/2021 | Present |
| Unemployed | Charlotte | NC | 10/2020 | 12/2020 |
1. 05/30/2023 - Central Piedmont Community College - Not Investment Related - 1201 Elizabeth Avenue, Charlotte, NC 28204 - Other - Education - Adjunct Professor - Start Date 06/08/2023 - 8 Hours Per Month/ 0 Hours During Securities Trading 2) 04/30/2025 - Education Over Debt Foundation - Not Investment Related - Charlotte NC - Non-Profit Board Member - Start Date: 04/24/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-26 |
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