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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-08-25 |
| MD | RA | APPROVED | 2021-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Cumberland | MD | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 11/2016 | 08/2021 |
| Lpl Financial | Cumberland | MD | 08/2021 | Present |
1)07/20/2021 - Boggs & Company Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-13 |
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