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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-12 |
Branch Locations
497 Bramson Ct. Unit 101A, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Daniel Island | SC | 05/2020 | 05/2024 |
| Clawson And Staubes, Llc | Daniel Island | SC | 02/2020 | 05/2020 |
| The Keynote Group | Daniel Island | SC | 10/2019 | 02/2020 |
| First Citizens Bank | Daniel Island | SC | 01/2015 | 10/2019 |
| Lpl Financial Llc | Mount Pleasant | SC | 05/2024 | Present |
1) 05/02/2024 - Integrity Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 173.3 Hours per month. 2) 05/02/2024 - Wordsworth Mgmt Group Inc. - Business Entity For Tax/Investment Purposes Only - Advisory fees and commission - SC 29464 - Non investment related - 173 Hours per month - Start date: 05/04/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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