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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| NC | RA | APPROVED | 2021-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Greensboro | NC | 01/2021 | Present |
| Adt Defenders | Greensboro | NC | 10/2019 | 11/2020 |
| Sun Delivery | Thomasville | NC | 07/2019 | 10/2019 |
| Furnitureland South | High Point | NC | 04/2018 | 07/2019 |
| Dominoes | Greensboro | NC | 04/2016 | 10/2017 |
| Panera Bread | Greensboro | NC | 01/2018 | 04/2018 |
1. 2/24/2021 - Wilson Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/19/2021 - 160 Hours Per Month. 2. 05/05/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 02/15/2023 - 12 Hours Per Month/12 Hours During Securities Trading 3. 06/18/2024 - Non-Inv Related - High Point, NC - Other - Photography - Started: 5/30/2024 - 10 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-20 |
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