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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities | Raleigh | NC | 04/2023 | 11/2023 |
| Steward Wealth Strategies | Raleigh | NC | 07/2022 | Present |
| Unemployed | Raleigh | NC | 05/2022 | 07/2022 |
| Steward Wealth Strategies | Raleigh | NC | 02/2021 | 05/2022 |
| Nc State University | Raleigh | NC | 08/2018 | 05/2022 |
| Sweet Grass Boutique | Mooresville | NC | 05/2018 | 12/2020 |
| Lake Norman High School | Mooresville | NC | 08/2014 | 06/2018 |
| Osaic Wealth, Inc. | Raleigh | NC | 11/2023 | 07/2026 |
| Lpl Financial Llc | Raleigh | NC | 07/2026 | Present |
1. 07/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 130 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/28/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
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