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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2020-05-21 |
Branch Locations
1201 Main Street Suite 1980, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenville | SC | 02/2016 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 05/2020 |
| Lpl Financial Llc | Camden | SC | 05/2020 | Present |
1) 5/21/2020- Outlier Apps LLC.)- Business Entity For Tax/Investment Purposes Only- Inv. Related- Camden, SC- start date 2011- 0% 2) 10/14/2020 - 'Element Advisors - Financial Planning and Wealth Management LLC' - DBA: Element Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/28/2020 - 160 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-26 |
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