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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-04 |
Branch Locations
701 Green Valley Rd, Ste. 302, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Greensboro | NC | 06/2016 | 07/2022 |
| Wombros Llc | Danville | VA | 11/2014 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2020 | 07/2022 |
| Northwestern Mutual Investment Services Llc | Greensboro | NC | 05/2020 | 07/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2021 | 07/2022 |
| Lincoln Financial Securities Corporation | Greensboro | NC | 08/2022 | 11/2023 |
| Lpl Financial Llc | Fort Mill | SC | 12/2023 | Present |
1) 11/30/2023- Real Estate Rental- property owner- Inv. Related- Greensboro, NC - start dat 11/2018- 5hrs/mth 2) 04/10/2024 - Non-Variable Insurance - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ During Trading 3) 11/13/2024 - Other - Home Services - Owner - Not Investment Related - Not Investment Related - Home Based - Start Date 01/01/2025 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-16 |
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