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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-04-28 |
| OH | RA | APPROVED | 2023-04-27 |
| TX | RA | APPROVED_RES | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Wheeling | WV | 12/2017 | 09/2020 |
| Muxie Distributing | Bellaire | OH | 09/2016 | 12/2017 |
| Unemployed | Wheeling | WV | 02/2016 | 09/2016 |
| Cetera Advisor Networks | El Segundo | CA | 10/2020 | 04/2023 |
| Pathway Growth Partners | Bridgeport | OH | 10/2020 | Present |
| Lpl Financial Llc | Bridgeport | OH | 04/2023 | Present |
1) 04/2023 - Pathway Growth Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start: 10/2020 - 184 Hr/Mth 2) 04/2023 - Wheeling Post 1 American Legion - Outside/W-2 Employment - Non-inv. Related - Wheeling, WV - Coach - Start Date 06/01/2016 - 90 to 100hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
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