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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Charlotte | NC | 02/2016 | 01/2026 |
| Lpl Financial Llc | Charlotte | NC | 01/2026 | Present |
1- 01/2026 / Carnegie Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 135 hrs during trading / At reported business location(s) 2- 01/2026 / 3116 Erskine / Real Estate Rental / 1 hr mth / 1 hr duirng trading / Gastomia, NC / Start date: 10/31/2022 3- 01/2026 / 5101 Glenham / Real Estate Rental / Investment Related / 1 hr mth / 1 hr duirng trading / Charlotte, NC / Start date: 06/01/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-11 |
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