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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-10-26 |
Branch Locations
3120 S Church St Ste 101, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Wealth Management | Burlington | NC | 04/2012 | Present |
| Lpl | Burlington | NC | 03/2013 | Present |
1. 03/05/2013-DBA ONLY/FISHER WEALTH MANAGEMENT/BURLINGTON,NC. 2. 8/30/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Start 08/30/2012 - 2 Hours Per Month During Securities Trading. 3. 12/02/2024 - REW Consulting & Implementation - Other - Consulting Business - Owner - Not Investment Related - Home Based - Start Date 08/15/2024 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-25 |
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