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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Atlanta | GA | 08/2021 | 08/2023 |
| Jpmorgan Securities Llc | Atlanta | GA | 08/2021 | 08/2023 |
| University Of South Carolina | Columbia | SC | 04/2017 | 06/2019 |
| Deborah Berke Partners | Brooklyn | NY | 09/2012 | 09/2016 |
| Unemployed | Columbia | SC | 10/2016 | 03/2017 |
| University Of North Carolina Kenan-Flagler Business School | Chapel Hill | NC | 07/2019 | 05/2021 |
| Unemployed | Columbia | SC | 06/2021 | 07/2021 |
| Janney Montgomery Scott Llc | Columbia | SC | 08/2023 | 04/2024 |
| Lpl Financial Llc | Columbia | SC | 04/2024 | Present |
1. 04/09/2024 - Palmetto Asset Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/09/2024 - 120 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
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