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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-26 |
Branch Locations
884 Allbritton Boulevard Suite 205, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 01/2016 | 01/2017 |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 02/2022 | 09/2025 |
| Mosaic Community | Perth | 12/2018 | 06/2022 | |
| Mcg Realty | Scottsdale | AZ | 01/2017 | 04/2018 |
| Valley View Community | Scottsdale | AZ | 06/2017 | 12/2018 |
| Burgess Investment Group, Llc | Charleston | SC | 09/2025 | 01/2026 |
| Lpl Enterprise Llc | Mt. Pleasant | SC | 01/2026 | Present |
1. 01/14/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Mount Pleasant SC - OBA start date: 12/22/2025 - 160 Hrs/Mth - 160 Hrs During Trading 2. 01/14/2026 - Christopher Franklin N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Mount Pleasant SC - OBA start date: 12/22/2025 - 160 Hrs/Mth - 160 Hrs During Trading 3. 03/03/2026-Franklin Financial Group-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/02/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-23 |
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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