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Gregory Ronald Lewis

LPl Financial LLC

Fort Mill, SC

Fort Mill, SC

Stanley, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2016-09-26
NC RA APPROVED 2010-11-17
  • SC RA
    APPROVED
    Since 2016-09-26
  • NC RA
    APPROVED
    Since 2010-11-17

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Stanley, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Services Charlotte NC 11/2010 Present
  • 11/2010 → Present
    Lpl Financial Services
    Charlotte, NC
Previous Registrations
  • 2010-05-05 → 2010-11-08
    Alight Financial Solutions, Llc
    Charlotte, NC
    Lincolnshire, IL
  • 2005-07-01 → 2009-03-18
    Banc Of America Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2005-02-16 → 2005-05-12
    Ameriprise Financial Services, Llc
    Charlotte, NC
Other Businesses

1. 10/30/2019- LKN Investment Holdings, LLC - Not investment related - 7731 Burning Ridge Dr - Real Estate Rental - start date:11/01/2019 - 0 hrs/mo - 0 hrs during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-18
  • S66 Uniform Combined State Law Examination
    2005-01-18
Other Names
  • Greg Lewis

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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