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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
7451 Creedmoor Road, Raleigh, NC 27613 • United States
10850 Wakefield Commons Drive, Raleigh, NC 27614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 08/2017 | 06/2019 |
| Appalachian State University | Boone | NC | 10/2014 | 10/2016 |
| Yadkin Bank | Boone | NC | 06/2015 | 05/2017 |
| Durant Road Middle School, Millbrook High School, App. State | Raleigh, Boone | NC | 08/2007 | 05/2017 |
| Bank Of America, N.A. | Raleigh | NC | 02/2018 | 06/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2019 | 05/2025 |
| Coastal Federal Credit Union | Raleigh | NC | 06/2019 | Present |
| Lpl Financial Llc | Raleigh | NC | 05/2025 | Present |
1. 4/4/2025: Overflowing Hands, Inc.; At reported business location(s); Non-Profit Board Member; Inv. related; start date 1/1/2018; 2hrs/mo.; 0hrs during trading. 2. 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
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