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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-06-30 |
Branch Locations
1400 Greene St Rm 227U, Columbia, SC 29208 • United States
101 Park Place Court, Lexington, SC 29072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Columbia | SC | 06/2014 | 05/2023 |
| Mutual Of Omaha Investor Services | Columbia | SC | 01/2015 | 05/2023 |
| Founders Federal Credit Union | Lexington | SC | 05/2023 | Present |
| Lpl Financial Llc | Lexington | SC | 06/2023 | Present |
1) 06/29/2023 - Founders Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 2) 06/27/2023 - FOUNDERS FEDERA CREDIT UNION - Financial Institution Duties - Inv Rel - At Reported Business Location(s) - Start: 05/2013 - 160 Hr/Mth 3) 10/31/2023 - Founders Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 4) 08/09/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/05/2024 - 2 Hours per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-25 |
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