Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-23
  • SC RA
    APPROVED
    Since 2025-12-23

Branch Locations

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

Fort Mill, SC • 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
Language Line Solution Charlotte SC 06/2019 12/2019
Homemaker Shanghai 05/2013 06/2019
New York Life Charlotte NC 07/2021 06/2022
Wells Fargo Bank Charlotte NC 07/2022 10/2023
The Vanguard Group, Inc. Charlotte NC 02/2024 04/2025
Homemaker Fort Mill SC 10/2023 02/2024
Homemaker Fort Mill SC 05/2025 11/2025
Lpl Financial Llc Fort Mill SC 12/2025 Present
Homemaker Fort Mill SC 01/2020 06/2021
  • 06/2019 → 12/2019
    Language Line Solution
    Charlotte, SC
  • 05/2013 → 06/2019
    Homemaker
    Shanghai
  • 07/2021 → 06/2022
    New York Life
    Charlotte, NC
  • 07/2022 → 10/2023
    Wells Fargo Bank
    Charlotte, NC
  • 02/2024 → 04/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2023 → 02/2024
    Homemaker
    Fort Mill, SC
  • 05/2025 → 11/2025
    Homemaker
    Fort Mill, SC
  • 12/2025 → Present
    Fort Mill, SC
  • 01/2020 → 06/2021
    Homemaker
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-02
S63 Uniform Securities Agent State Law Examination 2022-06-03
  • S65 Uniform Investment Adviser Law Examination
    2022-09-02
  • S63 Uniform Securities Agent State Law Examination
    2022-06-03
Other Names
  • Aj Zhang

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Mill, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor