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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-26 |
| SC | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED | 2024-08-26 |
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 | 08/2024 |
| Mosaic Pediatric Therapy | Huntersville | NC | 08/2020 | 06/2021 |
| Devereux Advanced Behavioral Health | Orlando | FL | 08/2018 | 08/2020 |
| University Of Central Florida | Orlando | FL | 08/2014 | 08/2018 |
| The Lofts | Orlando | FL | 07/2016 | 09/2017 |
| Lpl Financial Llc | Fort Mill | SC | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-07 |
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