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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-14 |
| NC | RA | APPROVED | 2021-06-03 |
Branch Locations
250 W. Pennsylvania Ave., Southern Pines, NC 28387 • United States
225 Green Street, Ste 1011, Fayetteville, NC 28301 • United States
Carrabelle, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Raleigh | NC | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 05/2021 |
| Lpl Financial | Fayetteville | NC | 05/2021 | Present |
1) 05/27/2021 - Good Life Insurance Agency - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start Date: 5/27/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 05/27/2021 - Good Life Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date: 5/27/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 11/18/2024 - The Cason Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/14/2024 - 10 Hours Per Month/ During Trading. 4) 08/13/2025 - Chapman & Ives, LLC, DBA Good Life Financial Advis - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date :05/10/2021 - 170 Hrs/Mth - 170 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-30 |
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