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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 07/2020 | 08/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2023 | 08/2024 |
| Whitfield County Schools | Dalton | GA | 08/2011 | Present |
| Lpl Financial Llc | Dalton | GA | 08/2024 | Present |
1)05/15/2025 - Foundation Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/15/2025 - Whitfield County Schools - Teacher - Non-Inv Rel - Dalton, GA - Start: 08/2011 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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