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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-08 |
Branch Locations
5568 General Wa Dr #A-200, Alexandria, VA 22312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 05/2018 | 09/2020 |
| Auto Motion Logistics | Chesterfield | MI | 11/2017 | 04/2018 |
| Axa Financial | Troy | MI | 09/2016 | 11/2017 |
| Lpl Financial | St. Clair Shores | MI | 04/2015 | 09/2016 |
| Mirage Banquet Hall | Clinton Twp | MI | 03/2010 | 04/2018 |
| Di Fragillia Ristoranti | Clinton Twp | MI | 01/2016 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | Chicago | IL | 05/2018 | 09/2020 |
| J.P. Morgan Chase Bank, N.A. | Chicago | IL | 09/2020 | 01/2024 |
| J.P. Morgan Securities, Llc | Chicago | IL | 09/2020 | 01/2024 |
| Test Products, Inc. | Sterling Heights | MI | 01/2023 | 08/2024 |
| Lpl Financial Llc | Alexandria | VA | 08/2024 | Present |
| Pence Financial | Alexandria | VA | 08/2024 | Present |
1)08/06/2024 - Pence Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-18 |
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