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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
| VA | RA | APPROVED | 2026-06-02 |
Branch Locations
Alexandria, VA • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 06/2026 | Present |
| Ubs Financial Services Inc. | Charlotte | NC | 02/2016 | 03/2019 |
| Wells Fargo Clearing Services | Charlotte | NC | 04/2019 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Alexandria | VA | 04/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-31 |
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