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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-16 |
| IN | RA | APPROVED | 2023-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2012 | 03/2023 |
| Lpl Financial | Granger | IN | 03/2023 | Present |
1) 03/13/2023 - Night Fox Properties, LLC - Real Estate Rental - Inv. Related - 14515 State Road 23. Granger, IN 464530 - Owner - Start Date 05/01/2023 - 3hrs/month 2) 03/13/2023 - Emerald River Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 03/08/2023 3) 03/13/2023 - Night Fox Properties, LLC - Business entity for real estate rental revenue - Non-inv. Related - Granger, IN - Property Owner - Start Date 05/01/2023 - 3hrs/month 4) 03/13/2023 - Emerald River Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 03/08/2023 5) 10/12/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 Hours Per Month/ 2 Hours During Trading 6) 11/27/2023 - Pickett Group - Non-Variable Insurance - Independent Agent - Investment Related - At Reported Business Location(s) - Start Date 10/27/2023 - 4 Hours Per Month/ During Trading 7) 07/29/2025 - USA Boxing association - Outside/W-2 Employment - Various arenas - Not Inv Rel - Start date: 08/01/2025 - 1Hr/mnth 8) 12/18/2025-Four Goats Publishing-Four Goats Publishing-Other - Authoring a book-Not Inv Related-At Niles, MI-Start date 12/10/2025-1hrs/mth 9) 01/06/2026 - Emerald River Wealth Management - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/05/2026 - 10 hours per month/ 5 hours during trading 10) 06/17/2026 - Health Markets - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/05/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
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