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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Upper St. Clair | PA | 01/2017 | 02/2018 |
| American Express | Atlanta | GA | 05/2015 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | 02/2018 |
| Blackrock | Atlanta | GA | 08/2019 | 04/2022 |
| Blackrock Investments Llc | Atlanta | GA | 08/2019 | 04/2022 |
| Invesco | Atlanta | GA | 02/2018 | 07/2019 |
| Lpl Financial Llc | Fort Mill | SC | 03/2024 | 08/2025 |
| Earnest Partners | Atlanta | GA | 04/2022 | 07/2023 |
| Unemployed | Atlanta | GA | 08/2023 | 03/2024 |
| Lpl Financial Llc | Fort Mill | SC | 11/2025 | Present |
1 - Productions+ - Outside/W-2 Employment - Not Inv Related - 8 Hours/Month - OBA Start Date: 07/2025. 2 - University of Miami - Outside/W-2 Employment - Not Inv Related - 75 Hours/Month - OBA Start Date: 10/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-23 |
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