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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-02 |
| NC | RA | APPROVED | 2022-10-05 |
| SC | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 08/2022 |
| Indiana University | Bloomington | IN | 08/2020 | 05/2021 |
| Unemployed | St. Davids | PA | 03/2020 | 08/2020 |
| Ies Abroad | Milan | 01/2020 | 03/2020 | |
| Indiana University | Bloomington | IN | 08/2019 | 01/2020 |
| Life Time Fitness | Wayne | PA | 05/2019 | 08/2019 |
| Indiana University | Bloomington | IN | 08/2018 | 05/2019 |
| Life Time Fitness | Wayne | PA | 05/2018 | 08/2018 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2018 |
| Cbc Pool Management | Bala Cynwyd | PA | 06/2017 | 08/2017 |
| Radnor High School | Wayne | PA | 09/2016 | 05/2017 |
| Cbc Pool Management | Bala Cynwyd | PA | 08/2016 | 09/2016 |
| Lpl Financial Llc | Fort Mill | SC | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-01 |
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