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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-10 |
Branch Locations
884 Allbritton Boulevard Suite 205, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Summerville | SC | 01/2020 | 04/2025 |
| Knights Of Columbus Assets Advisors Llc | New Haven | CT | 05/2021 | 04/2025 |
| Mccoll's Inspections Services Llc | Summerville | SC | 04/2019 | Present |
| Lowe's Home Improvement | Summerville | SC | 09/2001 | 04/2019 |
| New York Life Insurance Company | Charleston | SC | 04/2025 | 10/2025 |
| Nylife Securities Llc | Charleston | SC | 06/2025 | 10/2025 |
| Lpl Enterprise Llc | Mt. Pleasant | SC | 11/2025 | Present |
1. 10/17/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Bentonville, AR - INV REL - Start Date 10/17/2025 - 160hrs/mth |160hrs during trading 2. 10/17/2025 - ROBERT EDWARD MCCOLL N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Bentonville, AR - INV REL - Start Date 10/17/2025 - 160hrs/mth |160hrs during trading 3. 10/17/2025 - Saint Francis Caracciolo Mission Church/Immaculate Conception Catholic Church - Non-Profit Board Member - Goose Creek, SC - NOT INV REL - Start Date 01/01/2020 - 20hrs/mth | 4hrs during trading 4. 10/17/2025 - McColl's Inspection Services LLC - Business Owner - Summerville, SC - NOT INV REL - Start Date 04/22/2019 - 40hrs/mth | 16hrs during trading 5. 03/20/2026-Magellan Federal, a Magellan Health Company-Personal Financial Councilor-Outside/W-2 Employment-Not inv related-At Arlington, VA-Start date 04/27/2026-5hrs/mth-0hrs/mt during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
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