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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-15 |
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
2711 Middleburg Dr Ste 313C, Columbia, SC 29204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Columbia | SC | 07/2015 | 03/2020 |
| Waddell & Reed, Inc | Irmo | SC | 03/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Columbia | SC | 03/2020 | 07/2021 |
| Rental Property North Myrtle Beach | North Myrtle Beach | NC | 08/2002 | Present |
| Sc Chapter Of American Public Works Association | Columbia | SC | 06/2018 | Present |
| Sar Fields Of Dreams Llc | Columbia | SC | 05/2020 | Present |
| Midlands Branch Of Sc Apwa | Columbia | SC | 03/2021 | Present |
| Home Education Learning Partnership (Help) | Summerville | SC | 03/2021 | Present |
| Lpl Financial, Llc | Columbia | SC | 07/2021 | Present |
1. 05/2020 / SAR Fields of Dreams LLC / Business Entity For Tax/Investment Purposes Only / 4 HR MNTH / Non Investment Related / Columbia, SC 29223 2. 05/2020 / SAR Fields of Dreams LLC / Business Entity For Tax/Investment Purposes Only / 4 HR MNTH & 4 HR During Trading / Investment Related / Columbia, SC, 29223 3. 05/04/2022 - By Design Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/13/2022 - 160 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
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