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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-04 |
| SC | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Charlotte | NC | 08/2021 | 10/2023 |
| Liberty University | Lynchburg | VA | 10/2018 | 07/2021 |
| Greif Inc. | Gladstone | VA | 05/2018 | 08/2018 |
| New Jersey Manufacturers Insurance Company | West Trenton | NJ | 05/2017 | 08/2017 |
| Liberty University | Lynchburg | VA | 08/2014 | 05/2018 |
| Liberty University | Lynchburg | VA | 08/2017 | 05/2018 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2021 |
| Lpl Financial Llc | Fort Mill | SC | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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