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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-21 |
| NC | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Gaithersburg | MD | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Gaithersburg | MD | 06/2016 | 05/2018 |
| Tiaa | Charlotte | NC | 07/2018 | 10/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2018 | 10/2021 |
| Alight Financial Advisor | Lincolnshire | IL | 10/2023 | 12/2023 |
| Tiaa | Charlotte | NC | 10/2021 | 04/2022 |
| Fidelity Investments | Durham | NC | 05/2022 | 06/2023 |
| Unemployed | Beaufort | NC | 06/2023 | 10/2023 |
| Ally Invest Securities Llc | Charlotte | NC | 01/2024 | 05/2025 |
| Ally Invest Advisors | Charlotte | NC | 01/2024 | 05/2025 |
| Bf Epicentre Llc | Charlotte | NC | 09/2018 | 11/2018 |
| Jack's On The Waterfront | Morehead City | NC | 10/2023 | 12/2023 |
| Lpl Financial Llc | Fort Mill | SC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-04 |
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