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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-09 |
| SC | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2016 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 03/2018 | 03/2022 |
| Ubs | Charolotte | NC | 03/2022 | 08/2025 |
| Lpl Financial Llc | Fort Mill | SC | 08/2025 | Present |
1.10/09/2025; N/A; Author; Not Investment Related; at Reported Business Location(s); Start Date 08/05/2025; 80hrs/mth; 0hrs during trading 2.05/20/2026; Best Crowd Management; Coach/ Sports/ Fitness; Not Investment Related; charlotte,NC; Start Date 05/06/2026; 8hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-26 |
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