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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
Branch Locations
1010 N Elm St, Greensboro, NC 27401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust | Atlanta | GA | 12/2014 | 01/2017 |
| Truist Investment Services, Inc | Atlanta | GA | 09/2021 | 08/2025 |
| Truist Bank | Atlanta | GA | 01/2017 | 09/2021 |
| First Citizens Investor Services | Raleigh | NC | 09/2025 | 06/2026 |
| Lpl Financial | Greensboro | NC | 07/2026 | Present |
1. 6/2026 - Pilot Financial - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/1/2026 2. 6/2026 - CACHE CO - Business Owner - NOT INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Locust NC 28097 - OBA Start date: 05/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
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