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Meredith Keever

LPl Financial LLC

Raleigh, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-29
  • NC RA
    APPROVED
    Since 2026-07-29

Branch Locations

343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2023 → 11/2023
    Fsc Securities
    Raleigh, NC
  • 07/2022 → Present
    Steward Wealth Strategies
    Raleigh, NC
  • 05/2022 → 07/2022
    Unemployed
    Raleigh, NC
  • 02/2021 → 05/2022
    Steward Wealth Strategies
    Raleigh, NC
  • 08/2018 → 05/2022
    Nc State University
    Raleigh, NC
  • 05/2018 → 12/2020
    Sweet Grass Boutique
    Mooresville, NC
  • 08/2014 → 06/2018
    Lake Norman High School
    Mooresville, NC
  • 11/2023 → 07/2026
    Raleigh, NC
  • 07/2026 → Present
    Raleigh, NC
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-03
  • S66 Uniform Combined State Law Examination
    2024-07-03
Designations

View on SEC IAPD

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