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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
135 Sweeten Creek Rd Rm 1, Asheville, NC 28803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 09/2025 |
| Mission Health | Asheville | NC | 06/2013 | 03/2020 |
| Lpl Financial Llc | Asheville | NC | 09/2025 | Present |
1. 06/2025 - Rooted Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 08 Hrs During Trading - Asheville NC 28803 - OBA start date: 09/15/2025 2. 04/14/2026 - Highland Capital Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/13/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
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