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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-24 |
| TX | RA | APPROVED_RES | 2024-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2015 | 12/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 12/2017 |
| Lpl Financial Llc | Fort Mill | SC | 01/2018 | 06/2021 |
| Truist Investment Services, Inc. | Tampa | FL | 06/2021 | 01/2024 |
| Truist Advisory Services, Inc. | Tampa | FL | 06/2021 | 01/2024 |
| Lpl Financial Llc | Fort Mill | SC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-17 |
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