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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| SC | RA | APPROVED | 2026-02-17 |
| NC | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Carolina University Housing | Greenville | NC | 02/2014 | 05/2017 |
| East Carolina University | Greenville | NC | 08/2013 | 05/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2017 | 05/2020 |
| Budget And Credit Consulting | Charlotte | NC | 12/2019 | 08/2022 |
| Fidelity Brokerage Services Llc | Charlotte | NC | 05/2020 | 10/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 11/2020 | 10/2023 |
| Pro Skills Basketball | Charlotte | NC | 08/2021 | 04/2023 |
| First Tee Of Greater Charlotte | Charlotte | NC | 08/2022 | 01/2024 |
| First Tee Central Carolina | Greensboro | NC | 01/2024 | 08/2024 |
| Principal Securities, Inc. | Charlotte | NC | 08/2024 | 01/2026 |
| Principal Life Insurance Company | Charlotte | NC | 08/2024 | 01/2026 |
| Lpl Financial | Fort Mill | SC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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