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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | New York | NY | 07/2020 | 03/2021 |
| Neato Agency | Chicago | IL | 09/2019 | 11/2019 |
| Stewart Capital Management | Charlotte | NC | 04/2018 | 12/2018 |
| The Mcdaniel Team | Charlotte | NC | 05/2019 | 08/2019 |
| University Of Florida | Gainesville | FL | 08/2016 | 05/2020 |
| Randstad | Charlotte | NC | 03/2021 | 04/2021 |
| Lpl Financial Llc | Fort Mill | SC | 05/2021 | 02/2022 |
| Insight Global | Charlotte | NC | 02/2022 | 08/2022 |
| Lpl Financial Llc | Fort Mill | SC | 08/2022 | Present |
1. 04/09/2024 - Shock Performance Horses, LLC - Non-Inv Related - Fort Mill, SC - Business Owner - Started: 4/9/2024 - 16 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-03 |
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