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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
North Myrtle Beach, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 11/2012 | 08/2026 |
| Snyder Financial, Inc | Stuart | FL | 06/2009 | 08/2026 |
| Mvb Mortgage | Fairfax | VA | 01/2017 | 03/2018 |
| Lpl Financial Llc | North Myrtle Beach | SC | 08/2026 | Present |
1. 08/2026 - The Fox Alliance Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/7/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-18 |
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