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126 E. Water Street, Statesville, NC 28677-5228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-11 |
Branch Locations
126 E. Water Street, Statesville, NC 28677-5228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Durham | NC | 07/2016 | 06/2017 |
| Morgan Stanley | Chapel Hill | NC | 07/2017 | 03/2019 |
| Fsc Securities Corporation | Chapel Hill | NC | 03/2019 | 11/2023 |
| Osaic Wealth, Inc. | Chapel Hill | NC | 11/2023 | 05/2026 |
| Lpl Financial Llc | Chapel Hill | NC | 05/2026 | Present |
1) 2026-05-11 - Michelle Daniel, Notary - Notary - N - at reported business location(s) - 2026-04-13 - 1hrs/mth - 1hrs/mth during trading 2) 2026-05-11 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Opus Financial Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-13 - 160hrs/mth - 160hrs/mth during trading 3) 2026-05-13 - Michelle Daniel, Insurance - Non-Variable Insurance - Y - at reported business location(s) - 2026-04-13 - 5hrs/mth - 5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-22 |
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