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Michael Patrick Mehltretter

LPl Financial LLC

Indian Land, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-13
SC RA APPROVED 2020-07-13
  • TX RA
    APPROVED
    Since 2020-11-13
  • SC RA
    APPROVED
    Since 2020-07-13

Branch Locations

6280 Carolina Commons Dr Ste 100, Indian Land, SC 29707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Innovative Discovery Tega Cay SC 03/2017 02/2020
Epiq Systems New York NY 03/2014 03/2017
Lpl Financial Indian Land SC 03/2020 Present
  • 03/2017 → 02/2020
    Innovative Discovery
    Tega Cay, SC
  • 03/2014 → 03/2017
    Epiq Systems
    New York, NY
  • 03/2020 → Present
    Lpl Financial
    Indian Land, SC
Other Businesses

1- 01/05/2026 - Carolinas Financial and Retirement Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 0 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-11
  • S66 Uniform Combined State Law Examination
    2020-07-11
Other Names
  • Mike Mehltretter

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MCGEHEE WEALTH ADVISORY GROUP, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC

Other Investors

Robert Arthur Needham
BENJAMIN HOMER DENNING
Alexis Thomas
Frederick Jerome Graves
BRETT OCONNOR
DAVID TRACY BOWMAN
Christina Ostran Mehltretter
Gabe Garrett Gregory

Other Offices

TRUIST ADVISORY SERVICES, INC. · INDIAN LAND, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · INDIAN LAND, SC
FIFTH THIRD SECURITIES, INC. · INDIAN LAND, SC
EDWARD JONES · INDIAN LAND, SC
J.P. MORGAN SECURITIES LLC · Indian Land, SC
MCGEHEE WEALTH ADVISORY GROUP, INC. · INDIAN LAND, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · WAXHAW, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Marvin, NC

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