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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
1957 East Samford Avenue Suite C, Auburn, AL 36830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Loui | MO | 01/2005 | 05/2018 |
| Raymond James Financial Services, Inc. | Auburn | AL | 05/2018 | 01/2026 |
| Wpu, Llc | Auburn | AL | 03/2019 | 01/2026 |
| Donaldson Financial Services | Auburn | AL | 06/2018 | 01/2026 |
| Lpl Financial Llc | Auburn | AL | 01/2026 | Present |
1.01/2026 - Donaldson Financial Services- DBA for LPL Business (entity for LPL business) - Inv Related - 240 Hour(s)/Month - 240 Hour(s) During Trading - "At Reported business location(s)"- OBA Start Date: 01/26/2026 2.01/2026 - Cornerstone Capital Company - DBA for LPL Business (entity for LPL business) - Inv Related - 240 Hour(s)/Month - 240 Hour(s) During Trading - "At Reported business location(s)"- OBA Start Date: 01/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-25 |
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